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LS

Laurence M. Sobin

PACKERLAND BROKERAGE SERVICES
Morris Plains, NJ
Some features on this profile are disabled
CRD#: 1970354
LS

Professional summary

Laurence Marc Sobin, ChFC®, CLU®, who also goes by Larry Sobin, Laurence Sobin, is a registered financial advisor currently at PACKERLAND BROKERAGE SERVICES, INC. located in Morris Plains, New Jersey.

Laurence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Laurence has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Larry Sobin | Laurence Sobin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurence Marc Sobin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Laurence Marc Sobin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

October 28, 2009 - Present

PACKERLAND BROKERAGE SERVICES, INC.

RIA
BD
CRD#: 37031
Morris Plains, NJ
Current

October 28, 2009 - Present

PACKERLAND BROKERAGE SERVICES, INC.

RIA
BD
CRD#: 37031
Morris Plains, NJ
Past

April 19, 2002 - October 28, 2009

SPC

RIA
CRD#: 110692
PINE BROOK, NJ
Past

April 8, 2002 - October 28, 2009

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
PINE BROOK, NJ
Past

September 19, 1990 - February 27, 2002

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

July 19, 1989 - September 6, 1990

REICH & CO., INC.

BD
CRD#: 19611

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PB
PACKERLAND BROKERAGE SERVICES, INC.
PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031 / SEC#: 801-74927, 8-47572

RIA
Registered Investment Advisory firm - SEC (5/1/2012 Approved)
Arizona
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Arkansas
Registered Investment Advisory firm - SEC (2/27/2009 Terminated)
California
Registered Investment Advisory firm - SEC (5/22/2012 Terminated)
Florida
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Illinois
Registered Investment Advisory firm - SEC (5/1/2012 Terminated)
Indiana
Registered Investment Advisory firm - SEC (5/14/2012 Terminated)
Iowa
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Kansas
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Minnesota
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Missouri
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Montana
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (9/27/2012 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Ohio
Registered Investment Advisory firm - SEC (5/10/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (5/14/2012 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (5/31/2012 Terminated)
Virginia
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/28/2009)
IAR
California
(10/28/2009)
RR
Delaware
(11/23/2009)
RR
Florida
(11/3/2009)
IAR
Florida
(11/3/2009)
RR
Georgia
(9/11/2024)
IAR
Georgia
(9/11/2024)
RR
Maryland
(10/29/2009)
RR
New Jersey
(10/28/2009)
IAR
New Jersey
(11/4/2009)
RR
New York
(10/28/2009)
RR
North Carolina
(9/11/2018)
IAR
North Carolina
(9/17/2018)
RR
South Carolina
(3/5/2026)
IAR
South Carolina
(3/5/2026)
RR
Texas
(4/6/2021)
IAR
Texas
(4/7/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/15/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/18/1989
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PB
PACKERLAND BROKERAGE SERVICES, INC.
PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031 / SEC#: 801-74927, 8-47572

RIA
Registered Investment Advisory firm - SEC (5/1/2012 Approved)
Arizona
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Arkansas
Registered Investment Advisory firm - SEC (2/27/2009 Terminated)
California
Registered Investment Advisory firm - SEC (5/22/2012 Terminated)
Florida
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Illinois
Registered Investment Advisory firm - SEC (5/1/2012 Terminated)
Indiana
Registered Investment Advisory firm - SEC (5/14/2012 Terminated)
Iowa
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Kansas
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Minnesota
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Missouri
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Montana
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (9/27/2012 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Ohio
Registered Investment Advisory firm - SEC (5/10/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (5/14/2012 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (5/31/2012 Terminated)
Virginia
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (5/9/2012 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709
Mailing Address
432 Security Blvd., Green Bay, WI 54313
Phone number
(920) 662-9500
Established
Wisconsin since 07/11/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
286

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

2025 PACKERLAND BROKERAGE SERVICES PART 2A FIRM BROCHURE (3/27/2025)

Direct owners and executive officers

NamePositionCRD#
KELLY, ZACHARY PDIRECTOR, SHAREHOLDER, CEO, BOARD PRESIDENT & SECRETARY5263665
VAN ESS, WILLIAM SCOTTDIRECTOR, SHAREHOLDER, CHAIRMAN OF THE BOARD1929840
WESTENBERG, STEVEN GDIRECTOR, SHAREHOLDER, VICE CHAIRMAN , TREASURER2440924
BOSTWICK, KAREN PSHAREHOLDER2643853
DOELGER, AARON ANDREWSHAREHOLDER, CHIEF COMPLIANCE OFFICER4357639

Regulatory assets under management

Total Number of Accounts4,245
AUM (Assets Under Management)$ 909,478,703

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031Morris Plains, NJ

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