Maggie Webster Piccirillo

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-05-12

Branch Locations

195 Scott Swamp Road Suite 100, Farmington, CT 06032 • United States

Guilford, CT • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Shepherd Kaplan Llc	Boston	MA	02/2013	10/2016
Lpl Financial Llc	Boston	MA	10/2016	11/2019
Winthrop Wealth Management (Dba: Winthrop Advisory Group, Llc)	Boston	MA	05/2017	11/2019
Fidelity Brokerage Services Llc	West Hartford	CT	12/2019	05/2022
Cliftonlarsonallen Wealth Advisors, Llc	West Hartford	CT	06/2022	05/2025
Onedigital Investment Advisors Llc	Overland Park	KS	05/2025	Present

02/2013 → 10/2016

Shepherd Kaplan Llc

Boston, MA
10/2016 → 11/2019

Lpl Financial Llc

Boston, MA
05/2017 → 11/2019

Winthrop Wealth Management (Dba: Winthrop Advisory Group, Llc)

Boston, MA
12/2019 → 05/2022

Fidelity Brokerage Services Llc

West Hartford, CT
06/2022 → 05/2025

Cliftonlarsonallen Wealth Advisors, Llc

West Hartford, CT
05/2025 → Present

Onedigital Investment Advisors Llc

Overland Park, KS

2022-06-02 → 2025-05-05

Cliftonlarsonallen Wealth Advisors, Llc

West Hartford, CT

West Hartford, CT

Minneapolis, MN
2020-01-06 → 2022-05-10

Fidelity Personal And Workplace Advisors

West Hartford, CT
2017-10-11 → 2019-11-12

Winthrop Wealth

Boston, MA

West Hartford, CT
2016-11-15 → 2019-06-17

Lpl Financial Llc

Boston, MA

Westborough, MA

West Hartford, CT
2013-06-03 → 2016-10-17

Shepherd Kaplan Llc

Boston, MA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-01-25
S65	Uniform Investment Adviser Law Examination	2013-05-31

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