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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2020-05-01 |
Branch Locations
850 Aquidneck Ave, Suite A4, Middletown, RI 02842 • United States
Bristol, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Middletown | RI | 07/2013 | Present |
1. 08/23/2017 - Finn & Meehan Wealth Management - Investment Related - At reported Business location(s) - DBA for LPL Business (entity for LPL business) - start date 01/01/2017 - 40 hours per month during securities trading. 2. 06/08/2022 - No Business Name - Investment Related - Bristol RI 02809 - Real Estate Rental - Start Date - 05/27/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading. 3. 01/23/2024 - Notary Public - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 1 Hour Per Month/ During Trading 4. 10/23/2024 - Gaines Way LLC - Real Estate Rental - Portsmouth, RI - Investment Related - Start Date 06/01/2020 - 1 Hours Per Month/ 0 Hours During Trading 5. 02/04/2026 - Finn Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 160 hours per month/ 135 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-19 |
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