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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-07 |
| MA | RA | APPROVED | 2009-09-18 |
Branch Locations
853 Donald Lynch Blvd, Marlborough, MA 01752 • United States
Shrewsbury, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Technology Federal Credit Union | Marlborough | MA | 12/2006 | Present |
| Lpl Financial, Llc | Marlborough | MA | 09/2009 | Present |
1. 6/12/2018 - Digital Federal Credit Union - DBA: Digital Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/25/2018 - 160 Hours Per Month/160 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-01 |
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