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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-02 |
Branch Locations
1069 Boston Post Road, Guilford, CT 06437 • United States
28 Durham Rd, Madison, CT 06443 • United States
1 South Main Street, Branford, CT 06405 • United States
894 Whalley Ave, New Haven, CT 06515 • United States
2100 Poquonock Avenue, Poquonock, CT 06095 • United States
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 |
|---|---|---|---|---|
| Clinton Investment Management | Stamford | CT | 11/2015 | 05/2017 |
| Unemployed | Branford | CT | 05/2017 | 09/2017 |
| Terranova Capital Equities, Inc. | Stamford | CT | 09/2017 | 05/2018 |
| Sentinus-Halo Securities | Oak Brook | IL | 05/2018 | 12/2018 |
| Pitonim Llc | New York | NY | 02/2018 | 05/2018 |
| First Trust Protfolios L.P. | Wheaton | IL | 01/2019 | 03/2024 |
| First Trust Advisors L.P. | Wheaton | IL | 01/2019 | 03/2024 |
| Lpl Financial Llc | Branford | CT | 04/2024 | Present |
| Webster Bank | Branford | CT | 04/2024 | Present |
1) 03/28/2024 - WEBSTER INVESTMENTS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-18 |
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