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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-10 |
| RI | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
57 River Street Suite 300, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wellesley | MA | 11/2016 | 12/2020 |
| Stratos Wealth Partners, Ltd | Wellesley | MA | 11/2016 | 12/2020 |
| Cadaret, Grant & Co., Inc. | Wellesley | MA | 12/2020 | 07/2025 |
| Lpl Financial Llc | Wellesley | MA | 07/2025 | Present |
| American Express Financial Advisors | Braintree | MA | 03/2001 | 11/2016 |
1. 07/10/2025- Balance Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/03/2020- 130 Hours Per Month- 130 Hours During Trading 2. 07/10/2025- BWA LPW LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 01/19/2021- 130 Hours Per Month- 110 Hours During Trading 3. 07/10/2025- Balance Wealth Advisors- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/01/2003- 10 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-07 |
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