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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Resources | Chicago | IL | 01/2006 | 06/2018 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 06/2018 |
| Mml Investors Services, Llc | Chicago | IL | 03/2017 | 06/2018 |
| Lpl Financial Llc | Hampton Bays | NY | 07/2018 | Present |
1. 7/2/2018 - No Business Name - Investment Related - Hampton Bays, NY - Real Estate Rental - Owner - Start Date: 10/31/2014 - 0 Hours Per Month. 2. 09/26/2023 - SILAC Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/15/2023 - 1 Hour Per Month/ During Trading 3. 06/05/2024 - UpStream Life - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 5/28/2024 - 1 Hr/Mo During Trading. 4. 06/05/2024 - Nassau Life Ins Co - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 5/23/2024 - 1 Hr/Mo During Trading. 5. 07/18/2024 - Revel One - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 07/09/2024 - 1 Hour Per Month/ During Trading 6. 10/11/2024 - FessN8 Ltd. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/08/2024 - 1 Hour Per Month/ During Trading 7) 02/13/2025 - WILLIAM DEGAUDENZI - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/14/2025 - 1 Hour Per Month/ During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-10 |
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