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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-15 |
Branch Locations
1001 Millbury St, Worcester, MA 01607 • United States
13 Canterbury Rd, Brooklyn, CT 06234 • United States
4 Gore Rd, Webster, MA 01570 • United States
148 Rte 171, Woodstock, CT 06281 • United States
9 Sack Blvd, Leominster, MA 01453 • United States
90 Exchange St, Athol, MA 01331 • United States
31 Sutton Ave, Oxford, MA 01540 • United States
182 Main St, Putnam, CT 06260 • United States
270 Grove St, Worcester, MA 01605 • United States
131 Main St Unit 1, Lancaster, MA 01523 • United States
569 Southbridge St, Auburn, MA 01501 • United States
3 Central St, Danielson, CT 06239 • United States
331 Main St, Sturbridge, MA 01566 • United States
835 Riverside Dr N, Grosvenordale, CT 06255 • United States
109 Elm Street, Millbury, MA 01527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital | Berwyn | PA | 06/2015 | 09/2017 |
| Newport Group, Inc. | Walnut Creek | CA | 09/2017 | 11/2018 |
| Newport Group Securities, Inc | Lake Mary | FL | 09/2017 | 11/2018 |
| Newport Group Consulting, Llc | Lake Mary | FL | 09/2017 | 11/2018 |
| Adp Broker Dealer Inc. | North Grafton | MA | 11/2018 | 05/2020 |
| Adp Llc | North Grafton | MA | 11/2018 | 05/2020 |
| Principal Life Insurance Company | Waltham | MA | 05/2020 | 06/2022 |
| Principal Securities Inc | Waltham | MA | 06/2020 | 06/2022 |
| Edward Jones | St. Louis | MO | 06/2022 | 10/2024 |
| Lpl Financial | Millbury | MA | 10/2024 | Present |
1) 10/2024 - Hometown Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
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