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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-22 |
Branch Locations
633 Park Ave, Worcester, MA 01603 • United States
967 Grafton St, Worcester, MA 01604 • United States
301 Grove St, Worcester, MA 01605 • United States
300 East Main St, Milford, MA 01757 • United States
14 Hasting Street Route 16, Mendon, MA 01756 • United States
146 South Main Street, Milford, MA 01757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milford National Bank (Accquired By Rockland Trust) | Milford | MA | 05/1989 | 11/2018 |
| Infinex Investments, Inc. | Milford | MA | 08/2007 | 11/2018 |
| Rockland Trust Company | Milford | MA | 11/2018 | Present |
| Lpl Financial Llc | Milford | MA | 11/2018 | Present |
1)11/15/18- Rockland Trust Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)11/15/18- Rockland Trust Investment Management Group- Financial Institution Duty / Relationship Manager- Inv. Related- at reported business location(s)- 40hrs/mth - 30% 3)11/14/18 - HIGHLAND CAPITAL- Non-Variable Insurance- Agent for FIXED INSURANCE/ TERM, WHOLE LIFE, LTC- Inv. Related- at reported business location(s) -10hrs/mth - 5% 4). 05/03/2019 -RT INVESTMENT SERVICES- Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business). 5) 3/8/2023 - BSMG - Investment - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 02/02/2023 - 5 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-27 |
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