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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-21 |
Branch Locations
200 Lowder Brook Dr Ste 2100, Westwood, MA 02090 • United States
Lexington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Wellesley | MA | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Wellesley | MA | 03/2017 | 05/2021 |
| Massmutual Life Insurance Co | Wellesley | MA | 07/2016 | 05/2021 |
| Lpl Financial, Llc | Waltham | MA | 05/2021 | Present |
1)04/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BAY FINANCIAL ASSOCIATES, LLC - INVESTMENT RELATED - WALTHAM, MA 02453 2)02/01/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/27/2022 - 5 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-15 |
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