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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Danvers | MA | 01/2016 | Present |
| Lpl Financial Llc | Danvers | MA | 02/2018 | Present |
1. 02/14/2018 - PEABODY WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/14/2018 - Peabody Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/2016 - 240 Hours Per Month. 3. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 1/1/16 - 5 Hours Per Month. 4. 02/14/2018 - Peabody Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/1/2016 - 240 Hours Per Month. 5. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 1/1/16. 6. 9/3/2020 - Vinagro Wealth Management, LLC - Not Investment Related - 44 Murdock Dr., Peabody, MA 01960 - Business Entity For Tax/Investment Purposes Only - Start Date: 4/29/2020 - 1 Hour Per Month/0 Hours During Securities Trading - LPL Financial fees and commissions through my affiliation with Peabody Wealth Advisors..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-12 |
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