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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-12-15 |
| TX | RA | APPROVED_RES | 2021-12-01 |
Branch Locations
85 Post Office Park, Ste. 8525, Wilbraham, MA 01095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-13 |
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