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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-17 |
| CT | RA | APPROVED | 2020-12-09 |
Branch Locations
180 Glastonbury Blvd, Glastonbury, CT 06033 • United States
West Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Glastonbury | CT | 04/2009 | Present |
(1) 03/25/2009: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 20% OF TIME SPENT - SALE AND SERVICE INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, PROPERTY & CASUALTY (2) 07/07/2014: CLARK AGENCY, LLC - INV REL - 15 LEWIS SREET, SUITE 402, HARTFORD, CT 06103 - INSURANCE AGENCY - START 07/01/2014 - 100 HR/MO 4 DURING SECS TRDG HRS - PARTNER / SALES (3) 08/03/2015 - MAY, BONEE & COMPANY, INC - INV TEL - 180 GLASTONBURY BOULEVARD, GLASTONBURY CT 06033 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/01/1986 - 0 HOURS PER MONTH - ENTITY IS AN OPERATING ACCOUNT FOR ALL SECURITIES AND INSURANCE COMMISSIONS. (4) 1/1/7/2017 - May, Bonee & Clark Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/17/2017 - 120 Hours Per Month/100 Hours During Securities Trading. (5) 04/29/2024 - Risk Strategies - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-06 |
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