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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2010-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hebron | CT | 02/2010 | Present |
(1) 02/10/2010: O'CONNELL WEALTH MANAGEMENT - INV REL - 32 MAIN ST UNIT #2, HEBRON, CT 06248 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) (2) 01/26/2012: O'CONNELL WEALTH MANAGEMENT, LLC - INV REL - 32 MAIN ST UNIT #2, HEBRON, CT 06248 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 1% OF TIME SPENT (3) 01/24/2016 * OWM Estates * Real Estate Rental * NOT INV REL * 32-2 Main Street, Hebron, CT 06248 * START 04/01/2015 * 1 HR/MO NOT DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-20 |
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