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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-18 |
| NH | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Andover | MA | 02/2016 | 09/2017 |
| Citizens Securities, Inc | Belmont | MA | 09/2017 | 10/2018 |
| Lpl Financial Llc | Waltham | MA | 11/2018 | 12/2022 |
| Digital Federal Credit Union | Waltham | MA | 11/2018 | 12/2022 |
| Mml Investors Services, Llc | North Andover | MA | 01/2023 | 10/2024 |
| Massmutual Life Insurance Company | North Andover | MA | 01/2023 | 10/2024 |
| Unemployed | Andover | MA | 11/2024 | 06/2025 |
| Merrimack Valley Cu | Plaistow | NH | 06/2025 | Present |
| Lpl Financial Llc | Plaistow | NH | 06/2025 | Present |
1. Start Date: 06/16/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Merrimack Valley Retirement & Investment Services - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0 2. Start Date: 05/01/2009 - Real Estate Rental - Real Estate Rental - Investment Related - Boynton Beach, FL 33426 - 1 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 1 3. Start Date: 06/16/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BrightBridge Investment & Retirement Group - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-16 |
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