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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-05-07 |
Branch Locations
25 Stuart Street, Boston, MA 02116 • United States
1000 Highland Avenue, Needham, MA 02494 • United States
491 Boylston Street, Boston, MA 02116 • United States
220 Oak Street, Brockton, MA 02301 • United States
84 Central Street, Wellesley, MA 02482 • United States
1327 Beacon Street, Brookline, MA 02446 • United States
100 Franklin St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 05/2016 | 03/2018 |
| Morgan Stanley Private Bank, N.A. | Boston | MA | 05/2016 | 03/2018 |
| Webster Bank | Needham | MA | 04/2018 | Present |
| Lpl Financial Llc | Needham | MA | 04/2018 | Present |
1) 04/2018 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - inv rel - at reported business location(s) 2) 04/2018 - BPF Lux Transport LLC - Business Owner - non-inv rel - Randolph, MA - start: 2/16/2015 - Time Spent 5% 3) 1/13/2022 - Stanley Fanfan and Therveland Derosier - Investment Related - Boston, MA - Real Estate Rental - Started 12/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 4) 10/24/2023 - The Pressure Point Podcast - Other - Podcast (Discussion regarding relationship) - Owner/Producer/Host - Not Investment Related - Home Based - Start Date 10/02/2023 - 16 Hours Per Month/ 0 Hours During Trading 5) 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-22 |
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