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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-22 |
Branch Locations
85 Felt Rd Unit 503, South Windsor, CT 06074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 02/2016 | 05/2017 |
| United Bank | Ellington | CT | 01/2016 | 05/2017 |
| Key Investment Services Llc | Manchester | CT | 05/2017 | 12/2019 |
| Ion Investments | Manchester | CT | 12/2019 | 04/2025 |
| Infinex Investments, Inc. | Meriden | CT | 12/2019 | 04/2025 |
| Tumolo Wealth Management, Llc | East Lyme | CT | 04/2025 | 08/2025 |
| Lpl Financial | South Windsor | CT | 08/2025 | Present |
1) 08/22/2025 - Impact Financial Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/22/2025 - Impact Financial, LLC - Impact Financial, LLC - Owner - Non-Inv Rel - At Reported Business Location(s) - Start: 08/2025 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-04 |
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