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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-05 |
Branch Locations
29 Main Street, Suite 101, Leominster, MA 01453 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
11 Park St, Leominster, MA 01453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Waltham | MA | 05/2009 | 09/2016 |
| Voya Financial Advisors, Inc. | Leominster | MA | 09/2016 | 04/2021 |
| Lpl Financial, Llc | Leominster | MA | 04/2021 | Present |
1) 9/2016 - DBA for LPL Business (entity for LPL business) - Greenbridge Innovative Advisors - Investment Related - 100% - Leominster, MA 01453 2) 1/2020 - Non-Variable Insurance - Greenbridge Innovative Advisors - Investment Related - 100% - Leominster, MA 01453
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-27 |
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