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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grella Financial Services | Methuen | MA | 11/2003 | Present |
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Methuen | MA | 05/2004 | Present |
1. 10/31/2005 - GRELLA FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/11/2014 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 5% TIME SPENT - INSURANCE SALES NON-VARIABLE. 3. 7/16/2018 - PATH Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2018 - 200 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-05 |
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