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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-05 |
Branch Locations
29 Main Street, Suite 101, Leominster, MA 01453 • United States
11 Park St, Leominster, MA 01453 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curtis Asset Management | Leominster | MA | 05/2012 | Present |
| Voya Financial Advisors | Leominster | MA | 10/2015 | 04/2021 |
| Lpl Financial, Llc | Leominster | MA | 04/2021 | Present |
1) 2001 - Non-Variable Insurance - Robert Curtis - Investment Related - 1% - Leominster, MA 01453 2) 1/2020 - DBA for LPL Business (entity for LPL business) - Greenbridge Innovative Advisors - Investment Related - Leominster, MA 01453
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-21 |
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