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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-06-30 |
| TX | RA | APPROVED_RES | 2017-04-11 |
| MA | RA | APPROVED | 2017-03-27 |
Branch Locations
350 Palmer Rd Suite 100, Ware, MA 01082 • United States
477 Center St, Ludlow, MA 01056 • United States
599 Memorial Dr, Chicopee, MA 01020 • United States
1500 Main St (Tower Square), Springfield, MA 01115 • United States
1650 Northhampton Street, Holyoke, MA 01040 • United States
382 N. Main St, East Longmeadow, MA 01028 • United States
39 Morgan Rd, W Springfield, MA 01089 • United States
435 Burnett Rd, Chicopee, MA 01020 • United States
14 Russell Road, Huntington, MA 01050 • United States
655 Main Street, Agawam, MA 01001 • United States
337 Cottage Grove Rd, Bloomfield, CT 06002 • United States
26 Arnold Street, Westfield, MA 01085 • United States
300 Southhampton Rd, Westfield, MA 01085 • United States
70 Center St, Chicopee, MA 01013 • United States
462 College Highway, Southwick, MA 01077 • United States
569 East Street, Chicopee, MA 01020 • United States
1342 Liberty Street, Springfield, MA 01104 • United States
141 Elm St, Westfield, MA 01085 • United States
206 Park St, West Springfield, MA 01089 • United States
47 Palomba Drive, Enfield, CT 06082 • United States
560 East Main Street, Westfield, MA 01085 • United States
32 Willmansett Street, South Hadley, MA 01075 • United States
12 East Granby Rd, Granby, CT 06035 • United States
977 Farmington Ave, West Hartford, CT 06107 • United States
237 South Westfield Street, Feeding Hills, MA 01030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | Sturbridge | MA | 05/2014 | 02/2017 |
| Santander Securities Llc | Guaynabo | PR | 06/2014 | 02/2017 |
| Lpl Financial, Llc | East Longmeadow | MA | 03/2017 | Present |
| Westfield Bank | East Longmeadow | MA | 03/2017 | Present |
1. 1/14/2019 - Westfield Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 1993-08-20 |
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