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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| CT | RA | APPROVED | 2024-11-14 |
| IL | RA | APPROVED | 2024-11-14 |
| MA | RA | APPROVED | 2024-11-14 |
| RI | RA | APPROVED | 2024-11-14 |
Branch Locations
2 Bay Road Suite 201, Hadley, MA 01035 • United States
257 Turnpike Rd Suite 300, Southborough, MA 01772 • United States
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 |
|---|---|---|---|---|
| Scottrade, Inc. | East Longmeadow | MA | 07/2009 | 02/2018 |
| Td Ameritrade, Inc. | East Longmeadow | MA | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2020 |
| Pruco Securities, Llc | Haldey | MA | 12/2022 | 11/2024 |
| The Prudential Insurance Company Of America | Haldey | MA | 12/2022 | Present |
| Scottrade Investment Management | Saint Louis | MO | 11/2016 | 02/2018 |
| Lincoln Financial Advisors Corporation | Hadley | MA | 02/2021 | 12/2022 |
| Lpl Enterprise, Llc | Hadley | MA | 11/2024 | Present |
1) 07/20/2026-Jeffries Wealth Planning-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/13/2026-2hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-06 |
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