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Bernard Saul Ravelson

LPl Enterprise, LLC

Southborough, MA

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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-14
  • MA RA
    APPROVED
    Since 2024-11-14

Branch Locations

257 Turnpike Rd Suite 300, Southborough, MA 01772 • 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
OrganizationCityStateFromTo
Metlife Securities Inc Worcester MA 04/2003 03/2017
Mml Investors Services, Llc Southborough MA 03/2017 04/2023
Massmutual Life Insurance Co Southborough MA 07/2016 04/2023
The Prudential Insurance Company Of America Marlborough MA 04/2023 Present
Pruco Securities Llc Marlborough MA 04/2023 11/2024
Lpl Enterprise, Llc Marlborough MA 11/2024 Present
  • 04/2003 → 03/2017
    Metlife Securities Inc
    Worcester, MA
  • 03/2017 → 04/2023
    Mml Investors Services, Llc
    Southborough, MA
  • 07/2016 → 04/2023
    Massmutual Life Insurance Co
    Southborough, MA
  • 04/2023 → Present
    The Prudential Insurance Company Of America
    Marlborough, MA
  • 04/2023 → 11/2024
    Pruco Securities Llc
    Marlborough, MA
  • 11/2024 → Present
    Lpl Enterprise, Llc
    Marlborough, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-09
S63 Uniform Securities Agent State Law Examination 2003-12-13
  • S65 Uniform Investment Adviser Law Examination
    2024-05-09
  • S63 Uniform Securities Agent State Law Examination
    2003-12-13

View on SEC IAPD

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