Charles Mario Casassa

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-06-05
MA	RA	APPROVED	2006-07-03

FL RA
APPROVED

Since 2024-06-05
MA RA
APPROVED

Since 2006-07-03

Branch Locations

200 Lowder Brook Dr Ste 2100, Westwood, MA 02090 • United States

Scituate, MA • United States

Naples, FL • 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	Braintree	MA	05/2001	Present

05/2001 → Present

Lpl Financial Llc

Braintree, MA

Other Businesses

(1) 11/09/2009: CHRISTOPHER A. CASASSA IRREVOCABLE TRUST DTD: 7/1/2008 - ACT IN A FIDUCIARY CAPACITY - NO TIME SPNET (2) 11/13/2009: CHARLES M. CASASSA, JR. IRREVOCABLE TRUST DTD: 12/22/2008 - ACT IN A FIDUCIARY CAPACITY - 1% OF TIME SPENT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-06-26

S66 Uniform Combined State Law Examination

2006-06-26

Other Names

Charles Mario Casass

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

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