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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-12-09 |
Branch Locations
1 Mechanic St, Foxboro, MA 02035 • United States
58 Main St, Franklin, MA 02038 • United States
490 Pleasant St, Attleboro, MA 02703 • United States
4 N Main St, Bellingham, MA 02019 • United States
231 E Central St, Franklin, MA 02038 • United States
1 Mechanic St, Foxboro, MA 02035 • United States
76 North St, Medfield, MA 02052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Franklin | MA | 09/2013 | Present |
| Rockland Trust Co | Franklin | MA | 10/2013 | Present |
(1) 10/14/2013 - DBA ONLY - ROCKLAND TRUST FINANCIAL SERVICES - FRANKLIN, MA (2) 11/14/2013 - ROCKLAND TRUST INVESTMENT MANAGEMENT GROUP - BANK DUTIES - THE FA WILL MANAGE BOTH LPL FINANCIAL ACCOUNTS AND ACT AS A RELATIONSHIP MANAGER AND/OR BUSINESS DEVELOPMENT OFFICER FOR THE TRUST/WEALTH MANAGEMENT DEPARTMENT OF ROCKLAND TRUST'S WEALTH MANAGEMENT GROUP. - 25% OF TIME SPENT - FRANKLIN, MA (3) 4/11/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 04/16/2018 - 15 Hours Per Month/5 Hours During Securities Trading. (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 | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-14 |
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