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James Vincent Billman-Golemme

LPl Financial LLC

Westborough, 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 2013-10-28
  • MA RA
    APPROVED
    Since 2013-10-28

Branch Locations

27 Park Street, Westborough, MA 01581 • 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
James Billman-Golemme, Cpa Westboro MA 10/1986 Present
Lpl Financial Llc Westborough MA 10/2013 Present
Bay Financial Advisors, Inc. Westborough MA 11/2015 12/2021
  • 10/1986 → Present
    James Billman-Golemme, Cpa
    Westboro, MA
  • 10/2013 → Present
    Westborough, MA
  • 11/2015 → 12/2021
    Bay Financial Advisors, Inc.
    Westborough, MA
Previous Registrations
Other Businesses

(1) 10/24/2013: Ruggles Park LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - 2% Time Spent - Owner (2) 10/24/2013: Catalyst Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) (3) 10/24/2013: James Billman-Gloemme CPA - Tax Prep/Accounting/CPA - INV REL - At Reported Business Location(s) - owner/operator (4) 06/03/2015: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - Started 05/21/2015 - 3 Hr/Mo; 0 Hours During Securities Trading - Independent producer is title and role. No this business does not employ individuals non-securities licensed with LPL Financial. Yes it does share office space with my securities business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-06
  • S66 Uniform Combined State Law Examination
    1999-08-06
Other Names
  • James Vincent Billmangolemme
  • James Vincent Golemme

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