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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-22 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Woburn | MA | 01/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Malden | MA | 05/2013 | 07/2021 |
| Mass Now | Boston | MA | 05/2013 | 12/2016 |
| Boston Casting | Boston | MA | 10/2010 | Present |
| Tailored For Success | Malden | MA | 08/2014 | Present |
| Malden Chamber Of Commerce | Malden | MA | 01/2014 | Present |
| Candace Julyan For Ward 3 | Malden | MA | 08/2017 | 11/2017 |
| Lpl Financial, Llc | Woburn | MA | 07/2021 | Present |
1-2011 / BOSTON CASTING / Outside/W-2 Employment / Non Investment Related / Boston, MA 02134 2- 10/2021 / AOCP/Crump / Non-Variable Insurance / 10 HR MNTH & 10 HR During Trading / Investment Related / Woburn, MA 01801 3- 06/2019 / Boston Light Financial / DBA for LPL Business (entity for LPL business) / Boston Light Financial / 200 HR MNTH & 160 HR During Trading / Investment Related / Woburn, MA 01801
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-11 |
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