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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-01-04 |
Branch Locations
200 Lowder Brook Dr Ste 2100, Westwood, MA 02090 • United States
South Easton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summer Street Financial Advisors Llc | Boston | MA | 01/2001 | 03/2017 |
| Lpl Financial, Llc | Waltham | MA | 01/2006 | Present |
| Cohnreznick Llp | Boston | MD | 10/2014 | 06/2018 |
| Bay Financial Advisors, Inc. | Waltham | MA | 04/2019 | 12/2021 |
(1) 09/25/2006: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - INS Types: Life, Health, Disability, LTC, Fixed Annuities. (2) 02/09/2007: Summer Street Financial Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s). (3) 6/9/2020 - Bay Financial Associates, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2018 - 160 Hours Per Month/6 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-11 |
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