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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-06-05 |
Branch Locations
40 Tremont St Entrance 10 #59, Duxbury, MA 02332-5316 • United States
Plymouth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Duxbury | MA | 09/2009 | Present |
1. 10/27/2009 - Cornerstone Asset Management LLC - OTHER-CLERICAL ASSISTANCE CORNERSTONE ASSET MANAGEMENT IS AN LLC SET UP TO PROVIDE CLERICAL SUPPORT AND OFFICE MANAGEMENT ASSISTANCE TO REPRESENTATIVES. - TIME SPENT 5% - DUXBURY, MA. INV Related 2. 12/21/2011 - DBA ONLY - CORNERSTONE ASSET MANAGEMENT, LLC - TIME SPENT 10% - DUXBURY, MA 3) 09/26/2025-Real Estate Rental- INV Related- At Pierce, FL- Start date 09/09/2025- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
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