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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2009-02-23 |
| TX | RA | APPROVED_RES | 2009-02-18 |
Branch Locations
1900 W Park Dr Ste 280, Westborough, MA 01581-3919 • United States
Hopinton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Westborough | MA | 02/2009 | Present |
| Bay Financial Advisors Inc. | Waltham | MA | 04/2015 | 12/2021 |
(1) 03/09/2009: Bay Financial Associates LLC - Non-Variable Insurance DBA - DBA: Bay Financial Associates LLC - INV REL - At Reported Business Location(s) - 20% Time Spent - Sale and service of traditional insurance products including life insurance and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-28 |
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