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160 Gould St Suite 102, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Needham | MA | 03/2016 | Present |
| Goodman Advisory Group, Llc | Needham | MA | 01/2017 | Present |
1) 02/29/2016 - Goodman Advisory Group. LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business locations - start: 3/14/2016 - 160 hr/mth, 100%. 2) 2/9/2017 - Goodman Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2017 - 160 Hours Per Month/130 Hours During Securities Trading - I provide financial planning and consulting services through Goodman Advisory Group, LLC, an independent investment advisor firm. I started this business activity in January, 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-02 |
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