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Advisor at THE FINANCIAL PLANNING CENTER, LLC
HACKETTSTOWN, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE FINANCIAL PLANNING CENTER, LLC | State registered | Nov 19, 2024 | n/a | yes | HACKETTSTOWN, NJ | Current employment |
| LOTUS INVESTMENT ADVISORS | Independent wealth | Apr 20, 2021 | Dec 31, 2024 | no | Hackettstown, NJ | Previous registration |
| DIVINE ASSET MANAGEMENT LLC | State registered | Oct 1, 2015 | Dec 31, 2019 | no | LAKE HILL, NY | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 15, 2008 | Oct 6, 2015 | no | FAIRFIELD, NJ|FORT MILL, SC|HACKETTSTOWN, NJ | Previous registration |
| INTERNATIONAL PLANNING ALLIANCE, LLC | n/a | Jul 22, 2003 | Mar 31, 2008 | no | SOUTH PLAINFIELD, NJ | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Aug 9, 2002 | Jan 17, 2008 | no | FAIRFIELD, NJ|WOODCLIFF LAKE, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LOTUS INVESTMENT ADVISORS | THE FINANCIAL PLANNING CENTER, LLC | Dec 31, 2024 | Nov 19, 2024 | -42 | Firm change after gap | RIA to state RIA |
| DIVINE ASSET MANAGEMENT LLC | LOTUS INVESTMENT ADVISORS | Dec 31, 2019 | Apr 20, 2021 | 476 | Firm change after gap | Other |
| LPL FINANCIAL LLC | DIVINE ASSET MANAGEMENT LLC | Oct 6, 2015 | Oct 1, 2015 | -5 | Firm change | Other |
| INTERNATIONAL PLANNING ALLIANCE, LLC | LPL FINANCIAL LLC | Mar 31, 2008 | Jan 15, 2008 | -76 | Firm change after gap | Other |
| PARK AVENUE SECURITIES LLC | INTERNATIONAL PLANNING ALLIANCE, LLC | Jan 17, 2008 | Jul 22, 2003 | -1,640 | Firm change after gap | Other |