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Sheryl Heidi Wein

LPl Financial LLC

Woburn, MA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-07-22
GA RA APPROVED 2021-07-21
MI RA APPROVED 2021-07-21
NJ RA APPROVED 2021-07-21
PA RA APPROVED 2021-07-21
TX RA APPROVED 2021-07-21
  • MA RA
    APPROVED
    Since 2021-07-22
  • GA RA
    APPROVED
    Since 2021-07-21
  • MI RA
    APPROVED
    Since 2021-07-21
  • NJ RA
    APPROVED
    Since 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

10 Cedar St Ste 11, Woburn, MA 01801 • 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
OrganizationCityStateFromTo
Waddell & Reed, Inc. Woburn MA 01/2000 07/2021
Various Insurance Carriers For W&R Insurance Agencies Bedford MA 09/2002 07/2021
The Wein Group Bedford MA 05/2014 12/2018
Ten Cedar Street Llc Woburn MA 03/2020 07/2021
Lpl Financial Llc Woburn MA 07/2021 Present
  • 01/2000 → 07/2021
    Waddell & Reed, Inc.
    Woburn, MA
  • 09/2002 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Bedford, MA
  • 05/2014 → 12/2018
    The Wein Group
    Bedford, MA
  • 03/2020 → 07/2021
    Ten Cedar Street Llc
    Woburn, MA
  • 07/2021 → Present
    Lpl Financial Llc
    Woburn, MA
Previous Registrations
  • 2002-10-10 → 2021-07-21
    Waddell & Reed
    Woburn, MA
    Dover, MA
    Hamden, CT
    Woburn, MA
Other Businesses

1-6/1/2018-Boston Light Financial/DBA for LPL Business (entity for LPL business)/Investment Related/0/10 Cedar St Suite 11 Woburn, MA 01801 2-5/1/2020-Ten Cedar Street LLC/Real Estate Rental/Investment Related/0/10 Cedar St Suite 11 Woburn, MA 01801 3-1/1/2001-SHERYL WEIN/Non-Variable Insurance/Investment Related/0/10 Cedar St Suite 11 Woburn, MA 01801

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-19
  • S66 Uniform Combined State Law Examination
    2001-01-19
Other Names
  • Sheryl Heidi Berk Wein
  • Sheryl Heidi Berk
  • Sheryl Wein

View on SEC IAPD

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STEPHEN JOSEPH COLLINS
PAUL JOSEPH SAUERBRUNN
ANDREW JAMES HOLT
DONNA MARIE DENONCOURT
Brian Patrick Darcy
DOMINIC CRUZ REBELO

Other Offices

SINGLE TRACK FINANCIAL, INC. · WOBURN, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WOBURN, MA
STONEX ADVISORS INC. · Woburn, MA
J.P. MORGAN SECURITIES LLC · Woburn, MA
BORA CAPITAL, LLC · WOBURN, MA
93 FINANCIAL GROUP, LLC · WOBURN, MA
SAVANT WEALTH MANAGEMENT · Woburn, MA
RIVERSIDE ADVISORS, INC · Woburn, MA

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