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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| MA | RA | APPROVED | 2010-11-17 |
Branch Locations
80 Washington St. Suite C-15, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Norwell | MA | 11/2010 | Present |
| Arsenal Financial, Llc | Norwell | MA | 03/2019 | Present |
1. 09/22/2010 - NON-VARIABLE INSURANCE - SELL FIXED INSURANCE AND ANNUITY PRODUCTS VIA A LOCAL BROKERAGE FIRM FOR SUPPORT. LTC, TERM, DISABILITY AND LIFE. - 5% OF TIME - NORWELL, MA. 2. 9/24/2012: - NON-VARIABLE INSURANCE DBA - NORTH RIVER FINANCIAL, LLC - SETTING MY COMPANY UP AS AN LLC FOR TAX PURPOSES, NOTHING ELSE WILL CHANGE FROM THE WAY MY BUSINESS IS CURRENTLY MANAGED. I WILL DO ALL INVESTMENT AND VARIABLE BUSINESS THROUGH LPL, AND FIXED INSURANCE AND ANNUITY BUSINESS OUTSIDE. - TIME SPENT 10% - NORWELL, MA 3. 08/11/2015 - NORTH RIVER FINANCIAL, LLC - 200 CORDWAINER DRIVE, SUITE 109, NORWELL, MA 02061 - INV REL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 09/24/2012 - 1 HOURS PER MONTH, 1 DURING TRADING - ALL MY LPL RELATED SERVICES AND OUTSIDE FIXED INSURANCE BUSINESS IS MARKETED UNDER THIS DBA. 4. 08/11/2015 - NO BUSINESS NAME - 167-169 KENDRICK AVE, QUINCY, MA - REAL ESTATE RENTAL - START 06/30/2000 - 5 HOURS PER MONTH, 0 DURING TRADING - I OWN A 3 FAMILY APARTMENT BUILDING IN QUINCY, MA. 5. 10/03/2022 - MMJ Realty Trust - Investment Related - Humarock MA 02047 - Real Estate Rental - Start Date - 09/27/2022 - 1 Hours Per Month/0 Hours During Securities Trading 6. 10/11/2024 - J&L Realty, LLC - Real Estate Rental - Investment Related - Marshfield, MA - Start Date 10/15/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-09 |
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