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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-20 |
| MA | RA | APPROVED | 2009-03-13 |
Branch Locations
324 Grove Street, 2Nd Floor, Worcester, MA 01605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Worcester | MA | 02/2009 | Present |
| Private Wealth Management Group, Llc | Worcester | MA | 12/2010 | 11/2016 |
| Couture Wealth Management | Worcester | MA | 09/2007 | 06/2020 |
1. 4/9/2014 - PWMG 401(k) Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/9/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/01/2018 - 2 Hours Per Month During Securities Trading - Sell fixed life, health, DI and LTC insurance as well as fixed annuities and p&c. 3. 7/7/2020 - PWMG, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/19/2020 - 100 Hours Per Month During Securities Trading. 4. 12/14/2020 - Paramount Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2020 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-11 |
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