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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-08-02 |
| TX | RA | APPROVED | 2023-08-02 |
Branch Locations
15 N. Main St. Ste 100 Ofc 226, West Hartford, CT 06107 • United States
Durham, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | MA | 08/2007 | 08/2023 |
| Bank Of America,N.A. | Springfield | MA | 06/2011 | 08/2023 |
| Lpl Financial Llc | West Hartford | CT | 08/2023 | Present |
1.08/19/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Taurus Wealth Management; Investment Related; at Reported Business Location(s); Start Date 08/03/2026; 40hrs/mth; 30hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-05 |
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