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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-11-06 |
Branch Locations
150 Summer Street, Haverhill, MA 01830 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Independent Advisors | West Newbury | MA | 05/2009 | 09/2017 |
| Aztec Capital, Llc | Huntington Beach | CA | 12/2017 | 01/2020 |
| Trust Advisory Group, Ltd | Reading | MA | 01/2020 | 11/2025 |
| Ages Financial Services, Ltd. | Reading | MA | 01/2020 | 09/2024 |
| Stonex Securities Inc | Reading | MA | 09/2024 | 11/2025 |
| Lpl Financial | Haverhill | MA | 11/2025 | Present |
1. 10/2025 - Summer Street Financial - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA start date: 11/06/2025 2. 10/2025 - Summer Street Financial - Non-Variable Insurance - Investment related - 15 Hrs/Mth - 15 Hrs During Trading - Haverhill, MA, 01830 - OBA start date: 11/06/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-06 |
| S65 | Uniform Investment Adviser Law Examination | 2003-02-06 |
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