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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 02/2012 | 04/2022 |
| Lpl Financial | Meriden | CT | 12/2025 | Present |
| Has Wealth Management And Insurance Solutions | Meriden | CT | 12/2025 | Present |
| Aws | New York | NY | 04/2022 | Present |
1.12/01/2025- HAS Wealth Management and Insurance Solutions-DBA for LPL Business (entity for LPL business)- Inv Related-160 Hours per month-8 Hours during trading- Danbury CT-Start date 11/192025. 2.12/01/2025-ALMA Professional Services, LLC-Business Owner-(Not) Inv related-4 Hours per month-Sherman CT-Start Date 06/01/2025 3.12/01/2025-HAS Retirement Planning-DBA for LPL Business (entity for LPL business)-Inv related-160 Hours per month-8 Hours during trading-Danbury CT-Start date 11/19/2025. 4.12/01/2025-ALMA PRIVATE EQUITY, LLC-Business Entity for Tax/Investment Purposes Only-(Not) Inv related- 1 Hours per month- Start Date 06/01/2025 5.12/01/2025-Amazon Web Services (AWS)- Outside/W-2 Employment-(Not) Inv Related- New York NY-Start Date 04/18/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-10 |
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