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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-27 |
| NJ | RA | APPROVED | 2025-03-17 |
Branch Locations
960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ 07733 • United States
Fountain Hills, AZ • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Holmdel | NJ | 01/2012 | Present |
| Private Portfolio Partners, Llc | Holmdel | NJ | 03/2016 | 03/2025 |
1. 02/02/2015 - Quest Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2015 - 200 Hours Per Month/ 100 Hours During Trading 2. 06/09/2016 - Archway Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - start 03/2016 - 50 hrs/mo during secs trdg hrs. 3. 06/14/2016 - Private Portfolio Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Started 03/2016 - 50 hrs/mo during secs trdg hrs. 4. 5/1/2018: - Archway Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/21/2015 - 10 Hours Per Month/0 Hours During Securities Trading - Prepaid legal insurance. 5. 3/20/2020 - Archway Advisor Services LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/09/2020 - 5 Hours Per Month/1 Hour During Securities Trading. 6. 06/07/2024 - Other - writing a book - Advisor/ Author - Not Investment Related - At Reported Business Location(s) - Start Date 02/05/2024 - 8 Hours Per Month/ 0 Hours During Trading 7. 08/21/2024 - crump life insurance services - Non-Variable Insurance - Insurance Rep - Investment Related - At Reported Business Location(s) - Start Date 08/12/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-27 |
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