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Danielle Marie Accardi

LPl Financial LLC

Wilbraham, 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 2021-12-15
TX RA APPROVED_RES 2021-12-01
  • MA RA
    APPROVED
    Since 2021-12-15
  • TX RA
    APPROVED_RES
    Since 2021-12-01

Branch Locations

85 Post Office Park, Ste. 8525, Wilbraham, MA 01095 • 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
Accardi Financial Group, Inc. Wilbraham MA 05/2000 Present
First Allied Securities, Inc. San Diego CA 01/2013 11/2021
First Allied Advisory Services Schaumburg IL 11/2020 11/2021
First Allied Advisory Services, Inc San Diego CA 01/2016 11/2020
Lpl Financial Llc Wilbraham MA 11/2021 Present
  • 05/2000 → Present
    Accardi Financial Group, Inc.
    Wilbraham, MA
  • 01/2013 → 11/2021
    First Allied Securities, Inc.
    San Diego, CA
  • 11/2020 → 11/2021
    First Allied Advisory Services
    Schaumburg, IL
  • 01/2016 → 11/2020
    First Allied Advisory Services, Inc
    San Diego, CA
  • 11/2021 → Present
    Wilbraham, MA
Previous Registrations
  • 2020-10-06 → 2021-11-29
    Wilbraham, MA
  • 2015-02-23 → 2020-11-12
    First Allied Advisory Services, Inc.
    Wilbraham, MA
    Lexington, MA
Other Businesses

1)11/08/2021 - Accardi Financial Group Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/08/2021 - Real Estate Rental - Owner - Inv Rel - Springfield, MA - Start: 2018 3)11/29/2021 - Notary - Inv Rel - State of MA - Start: 2008 4)12/22/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 1/1/2022 - 3 Hours Per Month/3 Hours During Securities Trading. 5) 05/19/2022 - Bonfire Productions - Not Investment Related - Connecticut - Outside/W-2 Employment - Start Date - 05/23/2022- 2 Hours Per Month/2 Hours During Securities Trading. 6) 01/11/2024 - Accardi Financial Group, LLC - Inv related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/31/2023 - 140 Hrs/Mo During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-16
S63 Uniform Securities Agent State Law Examination 2014-06-13
  • S65 Uniform Investment Adviser Law Examination
    2014-10-16
  • S63 Uniform Securities Agent State Law Examination
    2014-06-13

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