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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Providence | RI | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Providence | RI | 11/2016 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 04/2017 | 05/2025 |
| Lpl Financial Llc | Seekonk | MA | 05/2025 | Present |
1. Roseland Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Seekonk, MA 02771 - Start date : 05/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 100 2. Boston Golf Club - Outside/W-2 Employment - Not Investment Related - Hingham MA 02043 - Start date : 04/17/1997 - 70 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-04 |
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