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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
309 Taunton Ave, Seekonk, MA 02771 • United States
309 Taunton Ave, Seekonk, MA 02771 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Providence | RI | 06/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Providence | RI | 11/2016 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 04/2017 | 05/2025 |
| Lpl Financial | 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. Segregansett Country Club - Outside/W-2 Employment - Non Investment Related - Taunton MA 02780 - Start Date: 06/01/2023 - 20 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-19 |
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