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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-11-14 |
Branch Locations
475 Kilvert Street Suite 135, Warwick, RI 02886 • United States
North Providence, RI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank, Na | Providence | RI | 03/2016 | 03/2021 |
| Unemployed | North Providence | RI | 03/2021 | 11/2021 |
| Santander Bank, Na | Boston | MA | 11/2021 | 05/2025 |
| Santander Securities, Llc | Dorchester | MA | 08/2023 | 05/2025 |
| Lpl Enterprise Llc | Warwick | RI | 11/2025 | Present |
| Unemployed | North Providence | RI | 06/2025 | 11/2025 |
1. 11/05/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - North Providence, RI - Start Date 09/30/2025 - 160hrs/MTH 160hrs/MTH During Trading 2. 11/05/2025 - TROBEL S BLOE - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - North Providence, RI - Start Date 09/30/2025 - 160hrs/MTH 160hrs/MTH During Trading 3. 01/26/2026-United Healthcare-Independent Agent-Non-Variable Insurance-Inv related-At North Providence, RI-Start date 02/02/2026-20hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-20 |
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