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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-04-29 |
| RI | RA | APPROVED | 2007-08-16 |
Branch Locations
850 Aquidneck Ave, Suite A4, Middletown, RI 02842 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Middletown | RI | 06/2007 | Present |
1. 10/12/2007 - FINN WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 2/23/2017 - Finn and Meehan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2017 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-30 |
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