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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-05 |
| CT | RA | APPROVED | 2023-06-30 |
Branch Locations
944 Main St Unit 1, Newington, CT 06111 • United States
Cape Coral, FL • 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 |
|---|---|---|---|---|
| Newington Financial Dba Jackson Hewitt | Newington | CT | 11/2005 | Present |
| Ct Insurance Exchange | Newington | CT | 07/2005 | 07/2019 |
| Sjl Financial Dba Jackson Hewitt | Meriden | CT | 10/2008 | Present |
| Capital Financial Services, Inc | Minot | ND | 05/2014 | 07/2019 |
| Sagepoint Financial, Inc. | Newington | CT | 07/2019 | 06/2023 |
| Lpl Financial Llc | Ft. Myers | FL | 06/2023 | Present |
1) 06/23/2023 - Newington Financial LLC -Business Entity For Tax/Investment Purposes Only - East Hartford and Meriden, CT -Not Investment related - 8 Hours per month/ 1 hour during trading - Start date 12/8/2005 2) 06/23/2023 - SJL Financial LLC - Business Entity For Tax/Investment Purposes Only - East Hartford and Meriden, CT - Not investment related - 8 Hours per month - Start date 12/8/2005 3) 06/23/2023 - Jackson Hewitt Tax Service - Tax Prep/Accounting/CPA - Oversee tax offices - East Hartford and Meriden, CT -Not Investment related - 8 Hours per month/ 1 hour during trading - Start date 12/8/2005 4) 06/05/2025 - HEDBERG WEALTH MANGEMENT - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date 06/05/2025 - 40 Hrs/Mth/ During Trading. 5) 01/20/2026 - Avaella Capital LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/08/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-11 |
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