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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-03-14 |
| TX | RA | APPROVED | 2019-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Mount Kisco | NY | 07/2011 | 03/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2019 |
| Lpl Financial Llc | Westport | CT | 03/2019 | Present |
1. 7/15/2020 - Matthew Beninati LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/15/2019 - 40 Hours Per Month/8 Hours During Securities Trading. 2. 06/15/2022 - Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/14/2019 - 160 Hours Per Month/ 100 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-23 |
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