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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Old Lyme | CT | 05/2026 | Present |
| Webster Bank | Old Lyme | CT | 05/2026 | Present |
| Raymond James Financial Services, Inc. | Middletfield | CT | 04/2016 | 05/2020 |
| Raymond James Financial Services Advisors Inc. | Middletfield | CT | 04/2016 | 05/2020 |
| Liberty Bank | Middlefield | CT | 04/2016 | 05/2020 |
| Capitol Securities Management | Glastonbury | CT | 04/2021 | 01/2026 |
| Unemployed | Higganum | CT | 05/2020 | 04/2021 |
| Capitol Securities Management, Inc | Meriden | CT | 01/2026 | 05/2026 |
1) 5/4/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Inv. Related- At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-18 |
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