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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-10 |
Branch Locations
150A Andover St Ste 2, Danvers, MA 01923 • United States
Salem, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 01/2015 | 05/2017 |
| Ipswich Bay Advisors | Danvers | MA | 07/2018 | Present |
| The Capital Advisory Group Advisory Services, Llc | Bloomington | MN | 08/2018 | 11/2021 |
| Beacon Hill Funding | Melrose | MA | 06/2017 | 07/2018 |
| Lpl Financial Llc | Danvers | MA | 11/2021 | Present |
| The Capital Advisory Group Advisory Services, Llc | Danvers | MA | 07/2018 | Present |
1) 10/29/2021 - IPSWICH BAY ADVISORS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2000 2) 01/23/2024 - Naples Bay Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 16 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-01 |
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