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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-10 |
Branch Locations
699 Mt Auburn St, Cambridge, MA 02138 • United States
827 Highland Ave, Needham, MA 02494 • United States
200 Linden St, Wellesley, MA 02482 • United States
247 Main Street, Wilmington, MA 01887 • United States
50 Milk Street, Boston, MA 02110 • United States
485 Massachusetts Avenue, Cambridge, MA 02139 • United States
310 Broadway, Revere, MA 02151 • United States
16 North Main Street, Andover, MA 01810 • United States
46 Bedford Street, Lexington, MA 02420 • United States
2 Leonard St, Belmont, MA 02478 • United States
9 Jackson St, Methuen, MA 01844 • United States
30 Massachusetts Avenue, North Andover, MA 01845 • United States
10 George Street, Lowell, MA 01852 • United States
277 Trapelo Rd, Belmont, MA 02478 • United States
53 Mount Auburn St, Watertown, MA 02472 • United States
148 Lowell St, Methuen, MA 01844 • United States
51 Commercial St, Malden, MA 02148 • United States
East Boston, MA • United States
500 Boylston St, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Needham | MA | 05/2015 | 06/2017 |
| Citizens Securities, Inc. | Boston | MA | 06/2017 | 12/2018 |
| Citizens Securities, Inc. | Boston | MA | 12/2018 | 10/2022 |
| M&T Bank | Boston | MA | 10/2022 | Present |
| Lpl Financial Llc | Boston | MA | 11/2022 | Present |
1) 01/05/2024 - Wilmington Advisors @ M&T - DBA for LPL Business (entity for LPL business) - INV REL - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-28 |
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