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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-17 |
| MA | RA | APPROVED | 2007-08-29 |
Branch Locations
221 Washington St, Hudson, MA 01749 • United States
1073 Main St, Clinton, MA 01510 • United States
470 Lancaster St, Leominster, MA 01453 • United States
17 Pope Street, Hudson, MA 01749 • United States
42 Main St, Hudson, MA 01749 • United States
23 Maple Avenue, Shrewsbury, MA 01545 • United States
256 Maple St, Marlborough, MA 01752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avidia Bank (Formerly: Hudson Savings Bank) | Hudson | MA | 05/2005 | Present |
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Hudson | MA | 03/2007 | Present |
(1) 03/22/2007 - MASSACHUSETTS REAL ESTATE LIC / CURRENT STATUS INACTIVE. I DO NOT DEVOTE ANY OF MY TIME ON A WEEKLY BASIS. I HAVE NOT PRACTICED REAL ESTATE SINCE 1996/Mortgage/Real Estate Services (2) 01/30/2014 - BANK DUTIES - EMPLOYED BY AVIDIA BANK - NO TIME SPENT - MARLBOROUGH, MA - Financial Institution Duty (3) 6/21/2018 - Avidia Bank - DBA: Avidia Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/11/2018 - 160 Hours Per Month/8 Hours During Securities Trading. (4) 11/28/2023 - No Business Name - Inv Related - Hudson, MA - Real Estate rental - Owner - Start date: 7/31/1974 - 1 Hr/Mo; 0 During Trading 5) 09/24/2025 - McDonald Realty Trust - Investment Related - Real Estate Rental - Home Based - Start Date:09/10/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-28 |
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