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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-24 |
Branch Locations
1 Monarch Pl Ste 810 Suite 810, Springfield, MA 01144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Springfield | MA | 06/2004 | 07/2025 |
| Brp/Grenier Financial | Springfield | MA | 06/2004 | 02/2021 |
| Boisselle, Morton & Wolkowicz, Llp | Hadley | MA | 11/2003 | Present |
| Lpl Financial | Springfield | MA | 06/2026 | Present |
| Lpl Financial Llc | Springfield | MA | 07/2025 | 03/2026 |
1. 05/2026 - Boisselle, Morton & Wolkowicz, LLP - Tax Prep/Accounting/CPA - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Hadley, MA 01035 MA 01035 – OBA Start Date: 05/01/2000 2. 05/2026 - Grenier Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 5 Hour(s)/Month – 5 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026 3. 05/2026 - Sandy Dreams Too LLC - Real Estate Rental - Inv Related – 5 Hour(s)/Month – 5 Hour(s) During Trading – Hadley MA 01035 – OBA Start Date: 01/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-20 |
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