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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Boston | MA | 05/2013 | 02/2020 |
| Citizens Securities, Inc | Canton | MA | 02/2020 | 07/2021 |
| Citizens Bank | Weston | MA | 02/2020 | 07/2021 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 11/2021 |
| Citizens Bank N.A | Weston | MA | 07/2021 | 11/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2021 | 05/2025 |
| Workers Credit Union | Lunenburg | MA | 11/2021 | Present |
| Lpl Financial Llc | Lunenburg | MA | 05/2025 | Present |
1 - 06/2025 - Workers Investments & Planning Solutions - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-09 |
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