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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-24 |
| MA | RA | APPROVED | 2024-01-12 |
Branch Locations
1500 W Park Dr Ste 100, Westborough, MA 01581-4000 • United States
1500 West Park Drive, Suite 100, Westborough, MA 01581 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Sii Investments, Inc. | Milford | MA | 06/2007 | 11/2017 |
| Sagepoint Financial, Inc. | Westborough | ME | 11/2017 | 09/2023 |
| Osaic Wealth, Inc. | Westborough | MA | 09/2023 | 12/2023 |
| Legacy Financial Advisors | Westborough | MA | 12/2023 | Present |
| Lpl Financial | Westborough | MA | 12/2023 | Present |
1)12/04/2023 - Legacy financial Advisors. Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2003 - 120 Hr/Mth 2)12/04/2023 - Legacy lnsurace Brokers - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2003 - 1 Hr/Mth 3)12/04/2023 - Real Estate Rental - Owner o- Inv Rel - Raynham, MA - Start: 09/2019 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-11 |
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