Gregory Jason Mclean

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-06-27
MA	RA	APPROVED	2015-03-09
TX	RA	APPROVED	2015-02-17

CA RA
APPROVED

Since 2018-06-27
MA RA
APPROVED

Since 2015-03-09
TX RA
APPROVED

Since 2015-02-17

Branch Locations

399 Highland Ave, Somerville, MA 02144 • United States

137 Pleasant St, Malden, MA 02148 • United States

27 Melrose St, Melrose, MA 02176 • United States

1 Wall St, Burlington, MA 01803 • United States

75 Mood St, Waltham, MA 02453 • United States

1290 Main St, Waltham, MA 02451 • United States

170 Cambridge St, Burlington, MA 01803 • United States

198 Lexington St, Woburn, MA 01801 • United States

275 Main St, Woburn, MA 01801 • United States

175 Broadway, Arlington, MA 02474 • United States

410 Riverside Ave, Medford, MA 02155 • United States

126 Dquire Rd, Revere, MA 02151 • United States

37 Union Square, Somerville, MA 02143 • United States

1 Bennington St, East Boston, MA 02128 • United States

575 Broadway, Revere, MA 02151 • United States

856 Bennington St, East Boston, MA 02128 • United States

15 Bartlett Rd, Winthrop, MA 02152 • United States

10 Meridian St, East Boston, MA 02128 • United States

399 Highland Ave, Somerville, MA 02144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Somerville	MA	01/2015	Present
Rockland Trust	Somerville	MA	01/2015	Present

01/2015 → Present

Lpl Financial Llc

Somerville, MA
01/2015 → Present

Rockland Trust

Somerville, MA

Previous Registrations

2014-02-25 → 2014-08-14

Advisors Asset Management, Inc.

Melrose, MA

Melville, NY
2005-04-08 → 2008-02-11

Signator Investors, Inc.

Boston, MA

Boston, MA
2003-05-08 → 2005-03-11

John Hancock Investment Management Llc

Boston, MA
2003-05-08 → 2005-03-11

Manulife Investment Management (Us) Llc

Boston, MA

Other Businesses

1)1/30/15-ROCKLAND TRUST FINANCIAL SERVICES/ BA FOR LPL BUSINESS/100%/MEDFORD, MA 2)03/12/2015 - ROCKLAND TRUST INVESTMENT MANAGEMENT GROUP - FINANCIAL INSTITUTION DUTY - RELATIONSHIP MANAGER - TIME SPENT 40 HOURS PER MONTH - SOMERVILLE, MA 3) 4/10/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 04/16/2018 - 15 Hours Per Month/5 Hours During Securities Trading. 4) 05/03/2019 - RT INVESTMENT SERVICES - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:5/3/2019. 5) 3/8/2023 - BSMG - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 02/07/2023 - 5 Hours Per Month/1 Hours During Securities Trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-02-24
S63	Uniform Securities Agent State Law Examination	1999-03-06

S65 Uniform Investment Adviser Law Examination

2014-02-24
S63 Uniform Securities Agent State Law Examination

1999-03-06

Other Names

Greg Mclean

View on SEC IAPD