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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
| CT | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| MA | RA | APPROVED | 2025-03-06 |
| NH | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
Branch Locations
714B Southbridge Street, Auburn, MA 01501 • United States
Treasure Island, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center, Inc. | Auburn | MA | 04/2016 | 03/2025 |
| Ic Advisory Services, Inc. | Auburn | MA | 04/2016 | 03/2025 |
| Lpl Financial Llc | Auburn | MA | 03/2025 | Present |
1. 03/06/2025- Palmer Hammond Inc. DBA Palmer Hammond Tax Services- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 02/01/2013- 60 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-13 |
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