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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-03-10 |
Branch Locations
1000 Division St, East Greenwich, RI 02818 • United States
1350 Ten Rod Rd, North Kingstown, RI 02852 • United States
90 Point Judith Rd, Narragansett, RI 02882 • United States
730 Centre Of New England Blvd, Coventry, RI 02816 • United States
27 Strawberry Field Rd, Warwick, RI 02886-3802 • 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. | Warwick | RI | 11/2008 | 03/2022 |
| Lpl | Warwick | RI | 02/2022 | 02/2022 |
| Lpl Financial, Llc | Warwick | RI | 03/2022 | Present |
| Bank Newport | Warwick | RI | 03/2022 | Present |
3/2022 - DBA for LPL Business (entity for LPL business) - Oceanpoint Investment Solutions - Investment Related - Warwick, RI 02886
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-04 |
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