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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-01-24 |
| TX | RA | APPROVED_RES | 2022-01-21 |
Branch Locations
305 Fellowship Rd., Ste 105, Mount Laurel, NJ 08054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Philadelphia | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 01/2022 |
| Lpl Financial, Llc | Mt. Laurel | NJ | 01/2022 | Present |
1) 12/2021 - DBA for LPL Business (entity for LPL business) - Gladstone Wealth Partners - Investment Related - 100% - Mt. Laurel, NJ 08053 2) 12/2021 - DBA for LPL Business (entity for LPL business) - Jay A Weinberg Investment Management - Investment Related - 100% - Mt. Laurel, NJ 08054
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-22 |
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