Stephen Marc Lubin

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-05-29
TX	RA	APPROVED	2025-05-21

MA RA
APPROVED

Since 2025-05-29
TX RA
APPROVED

Since 2025-05-21

Branch Locations

650 Middle Street, Weymouth, MA 02189 • United States

370 Quincy Ave, Quincy, MA 02169 • United States

1538 Turnpike St, Stoughton, MA 02072 • United States

295 Washington St, Weymouth, MA 02188 • United States

383 Bridge Street, Weymouth, MA 02191 • United States

699 Hancock Street, Wollaston, MA 02170 • United States

225 Bedford Street, East Bridgewater, MA 02333 • United States

1010 Washington St, Braintree, MA 02184 • United States

1530 Main Street, Weymouth, MA 02190 • United States

283 Columbia Rd, Hanover, MA 02339 • United States

99 South Street, Hingham, MA 02043 • United States

400 Washington St, Norwell, MA 02061 • United States

1280 Belmont Street, Brockton, MA 02303 • United States

1530 Main St, Weymouth, MA 02190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Citizens Securities, Inc.	Quincy	MA	04/2008	10/2023
Infinex Investments, Inc.	Meriden	CT	10/2023	05/2025
South Shore Bank	Quincy	MA	10/2023	Present
Lpl Financial	Weymouth	MA	05/2025	Present

04/2008 → 10/2023

Citizens Securities, Inc.

Quincy, MA
10/2023 → 05/2025

Infinex Investments, Inc.

Meriden, CT
10/2023 → Present

South Shore Bank

Quincy, MA
05/2025 → Present

Lpl Financial

Weymouth, MA

Previous Registrations

2023-10-26 → 2025-05-22

Osaic Institutions, Inc.

Weymouth, MA

Wollaston, MA

Stoughton, MA

Quincy, MA

Hanover, MA

E. Bridgewater, MA
2008-04-21 → 2023-10-05

Citizens Securities, Inc.

Quincy, MA

No Quincy, MA

Quincy, MA

Quincy, MA

No Quincy, MA

Quincy, MA

Braintree, MA

Johnston, RI

Syracuse, NY

Johnston, RI
2005-09-29 → 2008-04-23

Ifmg Securities, Inc.

Newtonville, MA

Winchester, MA

Watertown, MA

Newton, MA

Chestnut Hill, MA

Lexington, MA

West Newton, MA

West Newton, MA

Belmont, MA
2004-10-20 → 2005-07-29

Banc Of America Investment Services, Inc.

Newton, MA
2003-07-25 → 2004-10-20

Quick & Reilly, Inc.

Franklin, MA

Other Businesses

1 - Start Date: 5/21/2025 - Investment Center at South Shore Bank - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading - time Spent: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-12
S63	Uniform Securities Agent State Law Examination	1991-11-15

S65 Uniform Investment Adviser Law Examination

2016-08-12
S63 Uniform Securities Agent State Law Examination

1991-11-15

Designations

Other Names

Steve Lubin

View on SEC IAPD