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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-24 |
Branch Locations
2227 Washington St, Ste 300 2 Newton Executive Park, Newton, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Needham | MA | 12/2013 | 05/2022 |
| Armstrong Advisory Group Inc. | Needham | MA | 04/2022 | 01/2024 |
| Securities America Advisors, Inc. | Needham | MA | 02/2014 | 05/2022 |
| Lpl Financial | Newton | MA | 01/2024 | Present |
1)01/19/2024 - Kaplan Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-21 |
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