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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-22 |
Branch Locations
181 Main Street, Suite 200, Shrewsbury, MA 01545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2000 | 08/2023 |
| Lpl Financial Llc | Shrewsbury | MA | 08/2023 | Present |
1)06/22/2023 - MSM Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2022 - 3% of time 2)06/22/2023 - Santucci Wealth Management Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2016 - 150 Hr/Mth 3)06/22/2023 - Steven Santucci - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/01/2000 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-04 |
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