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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-03 |
Branch Locations
38 Main Street, Andover, MA 01810 • United States
38 Main Street, Andover, MA 01810 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Life Insurance Company | Boston | MA | 09/1996 | 11/2018 |
| Signator Investors, Inc. | Boston | MA | 09/1996 | 11/2018 |
| Osaic Wealth, Inc. | Andover | MA | 11/2018 | 03/2025 |
| Lpl Financial | Andover | MA | 03/2025 | Present |
1) 03/2025 - JM Sweeney LLC / Real Estate Rental / Inv Related / Andover, MA 01810 / Start date 03/28/2019 - hrs per month - 10% time spent 2) 03/2025 - JJK Wealth Management LLC / DBA for LPL Business (entity for LPL business) / Inv Related / at reported business location (s) 30 hrs per month - 90 % Time Spent 3) 03/2025 - Joan Sweeney / Non-Variable Insurance / Inv Related / Andover, MA 01810 / Start date 01/01/2023 - 2 hrs per month - 2% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-17 |
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