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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED_RES | 2024-05-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | New Haven | CT | 04/2016 | 05/2024 |
| Lpl Financial Llc | New Haven | CT | 05/2024 | Present |
1. 05/01/2024 - Thimble Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location (s) - Start date: 05/01/2024 - 65 Hrs / Mnth 8 Hrs during Trading 2. 05/01/2024- Thimble Island Private Wealth- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) - Start date: 4/15/2024 - 0 Hrs / Mnth 0 Hrs during Trading 3. 02/07/2025 - 265 E Main LLC - Investment Related - Real Estate Rental - At Reported Business Location (s) - Inv Rel - Start Date:03/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 4. 07/02/2025 - Thimble Island Health Insurance LLC - Insurance Agency - At Reported Business Location (s) - Inv rel - Start Date:06/25/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-09 |
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