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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-27 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
1072 Madison Ave Suite C12,, Lakewood, NJ 08701 • United States
1072 Madison Ave Suite C12, Lakewood, NJ 08701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Lakewood | NJ | 05/2017 | 12/2021 |
| Riverside Abstract Llc | Lakewood | NJ | 09/2015 | 05/2017 |
| Td Bank N.A. | Lakewood | NJ | 02/2022 | 10/2023 |
| Td Private Client Wealth Llc | Lakewood | NJ | 12/2021 | 02/2022 |
| Td Bank N.A. | Lakewood | NJ | 10/2023 | 04/2026 |
| Td Private Client Wealth Llc | Lakewood | NJ | 10/2023 | 04/2026 |
| Lpl Enterprise, Llc | Lakewood | NJ | 04/2026 | Present |
1. 04/21/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Lakewood NJ - OBA start date: 03/17/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 04/21/2026 - Yosef Pick N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Lakewood NJ - OBA start date: 03/17/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 04/21/2026 - Yosef Pick - Notary - Investment related - Lakewood NJ - OBA start date: 07/05/2022 - 00 Hrs/Mth - 00 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-05 |
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