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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-20 |
| CT | RA | APPROVED | 2007-11-09 |
Branch Locations
377 Cromwell Avenue, Rocky Hill, CT 06067 • United States
175 Capital Blvd 4Th Fl, # 417, Rocky Hill, CT 06067 • 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 |
|---|---|---|---|---|
| Webster Investment Services, Inc. | Bristol | CT | 07/1999 | Present |
| Lpl Financial Llc | Rocky Hill | CT | 10/2011 | Present |
1. 10/21/2011 - Webster Investment Services, Inc. - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) 2. 11/25/2011 - WEBSTER BANK - Financial Institution Duty - Inv Related - At Reported Business Location(s) 3. 06/30/2016 - Webster Investments - DBA for LPL Business (entity for LPL business) - Inv Related - 4. 09/08/2023 - CMB312 - Canton, CT - Real Estate Rental - Investment Related - Start Date: 05/21/2013 - 0 Hours per Month / 0 Hours During Trading 5. 09/08/2023 - 92 Scotland Ave - Investment Related - Start Date: 01/01/2021 - 0 Hours per Month / 0 Hours During Trading 6. 09/08/2023 - WTR LLC - Saybrook, CT - Real Estate Rental - Investment Related - Start Date: 05/29/2020 - 1 Hours per Month / 0 Hours During Trading 7. 09/08/2023 - RPHC LLC - Real Estate Rental - Investment Related - Farmington, CT - Start Date: 09/28/2018 - 1 Hours per Month / 0 Hours During Trading 8) 06/11/2025 - BelCo Investment Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/13/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-26 |
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