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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-18 |
| CT | RA | APPROVED | 2018-08-31 |
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 |
|---|---|---|---|---|
| Voya Financial | Windsor | CT | 09/2014 | 08/2018 |
| Voya Financial Partners | Windsor | CT | 09/2014 | 08/2018 |
| Voya Financial Advisors | Windsor | CT | 09/2014 | 08/2018 |
| Lpl Financial Llc | Glastonbury | CT | 08/2018 | Present |
1) 08/18/2018 - May, Bonee & Clark Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2018 - 160 hr/mth 2) 08/22/2018 - West hartford Youth Baseball - Coach - non-inv rel - West Hartford, CT - start: 02/2013 - 20 hr/mth. 3) 06/16/2026 - Brown & Brown Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2019 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-05 |
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