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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-05-18 |
Branch Locations
1205 Adams St, Dorchester, MA 02124 • United States
365 Boylston Street, Brookline, MA 02445 • United States
600 Main Street, Waltham, MA 02452-5581 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Boston | MA | 10/2007 | 05/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 08/2020 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 08/2020 | Present |
| Unemployed | Boston | MA | 05/2020 | 08/2020 |
| Lpl Financial Llc | Brookline | MA | 05/2022 | Present |
1) 05/18/2022 - RTN Investment & Retirement Group- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 3) 03/19/2024 - Hubpoint Capital LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Start Date 04/15/2024 - 0 Hours Per Month/ During Trading 4) 12/19/2024- BrightBridge Investment & Retirement Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/24/2025- 160 Hours Per Month- 32 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-13 |
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