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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Woburn | MA | 09/2003 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Acton | MA | 11/2003 | 07/2021 |
| Stephen Collins | Woburn | MA | 02/2015 | Present |
| 495 Referral Network | Sudbury | MA | 02/2016 | 10/2016 |
| Acton Memorial Library Foundation | Acton | MA | 06/2016 | Present |
| Acton Boxborough Youth Soccer | Acton | MA | 09/2016 | Present |
| 495 Referral Network | Littleton | MA | 10/2017 | 10/2018 |
| Lpl Financial, Llc | Woburn | MA | 07/2021 | Present |
1. 8/27/2021 - Boston Light Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/26/2021 - 160 Hours Per Month/6 Hours During Securities Trading. 2. 10/13/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/2004 - Life, Disability, Long Term Care, Fixed Annuity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-03 |
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