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Jack Edward Vadnais

LPl Financial LLC

Feeding Hills, MA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-06-06
MA RA APPROVED 2018-12-20
  • TX RA
    APPROVED_RES
    Since 2019-06-06
  • MA RA
    APPROVED
    Since 2018-12-20

Branch Locations

959 Springfield Street, Feeding Hills, MA 01030 • 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
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 03/2010 12/2018
Lpl Financial Llc Springfield MA 12/2018 Present
Freedom Credit Union Springfield MA 03/2010 Present
  • 03/2010 → 12/2018
    Cuso Financial Services, Lp
    San Diego, CA
  • 12/2018 → Present
    Lpl Financial Llc
    Springfield, MA
  • 03/2010 → Present
    Freedom Credit Union
    Springfield, MA
Previous Registrations
  • 2010-03-15 → 2018-12-18
    Cuso Financial Services, L.P.
    Ludlow, MA
    Springfield, MA
    San Diego, CA
    Springfield, MA
    Rocky Hill, CT
  • 2009-07-08 → 2010-03-02
    Osaic Institutions, Inc.
    Marblehead, MA
    Marblehead, MA
    Meriden, CT
  • 2002-02-04 → 2009-03-05
    Osaic Institutions, Inc.
    Meriden, CT
    Meriden, CT
    Greenfield, MA
Other Businesses

1)12/18/18- FCU Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-29
S63 Uniform Securities Agent State Law Examination 1998-07-15
  • S66 Uniform Combined State Law Examination
    2002-01-29
  • S63 Uniform Securities Agent State Law Examination
    1998-07-15

View on SEC IAPD

Other Firms

CAPITAL ANALYSTS
KEY INVESTMENT SERVICES LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
ALPHASTAR CAPITAL MANAGEMENT
ST. GERMAIN INVESTMENT MANAGEMENT
FOUNDATIONS INVESTMENT ADVISORS LLC
EQUITABLE ADVISORS, LLC

Other Investors

DALE MARIE BREAULT
Vincent Robert Fortini
Douglas S McIntosh
Robert Cyril Oliver
PETER EVERETT CASSELL
Eric Wrisley
Cynthia Rose Stewart
SYLVIA MENDOZA CALLAN

Other Offices

CAPITAL ANALYSTS · Feeding Hills, MA
KEY INVESTMENT SERVICES LLC · Feeding Hills, MA
EDWARD JONES · FEEDING HILLS, MA
MML INVESTORS SERVICES, LLC · AGAWAM, MA
LPL FINANCIAL LLC · AGAWAM, MA
ALPHASTAR CAPITAL MANAGEMENT · Agawam, MA
ST. GERMAIN INVESTMENT MANAGEMENT · SPRINGFIELD, MA
FOUNDATIONS INVESTMENT ADVISORS LLC · West Springfield, MA

More in Feeding Hills, MA

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