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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Waltham | MA | 08/2013 | 08/2018 |
| Nylife Securities, Llc | Waltham | MA | 05/2015 | 08/2018 |
| Eagle Strategies Llc | Waltham | MA | 10/2017 | 08/2018 |
| Mass Mutual Life Insurance Company | Boston | MA | 10/2018 | 11/2025 |
| Mml Investors Services | Boston | MA | 10/2018 | 11/2025 |
| Lpl Enterprise Llc | Boston | MA | 11/2025 | Present |
1. 10/20/2025 - ANDRE LUIS DE OLIVEIRA, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Boston, MA - INV REL - Start Date 10/14/2025 - 160hrs/mth | 160hrs during trading 2. 10/20/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Boston, MA - INV REL - Start Date 10/14/2025 - 160hrs/mth | 160hrs during trading 3. 04/15/2026-Olive Branch Wealth-Financial Planer / President-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date -04/17/2026-160hrs/mth-150hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-08 |
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