Best Investors Account Sign in

Zachary Ryan Bass

LPl Enterprise, LLC

Shelton, CT

Claim This Profile
Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-27
CT RA APPROVED 2026-01-20
  • MA RA
    APPROVED
    Since 2026-01-27
  • CT RA
    APPROVED
    Since 2026-01-20

Branch Locations

1 Corporate Drive Suite 205, Shelton, CT 06484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Easthampton MA 04/2015 11/2022
Sagepoint Financial, Inc. Braintree MA 08/2023 09/2023
Unemployed Easthampton MA 11/2022 08/2023
Osaic Wealth, Inc. Needham Heights MA 09/2023 12/2025
Lpl Enterprise Llc Shelton CT 01/2026 Present
  • 04/2015 → 11/2022
    Easthampton, MA
  • 08/2023 → 09/2023
    Sagepoint Financial, Inc.
    Braintree, MA
  • 11/2022 → 08/2023
    Unemployed
    Easthampton, MA
  • 09/2023 → 12/2025
    Needham Heights, MA
  • 01/2026 → Present
    Shelton, CT
Previous Registrations
  • 2023-09-01 → 2025-12-17
    Braintree, MA
    Needham Heights, MA
  • 2023-08-09 → 2023-09-01
    Osaic Services, Inc.
    Braintree, MA
  • 2015-06-22 → 2022-12-01
    Greenfield, MA
    St Louis, MO
    Maryland Heights, MO
    Florence, MA
    Holyoke, MA
    Easthampton, MA
Other Businesses

1. 01/14/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - West Springfield, MA - OBA Start Date: 12/09/2025 2. 01/14/2026 - Zachary Bass, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - West Springfield, MA - OBA Start Date: 12/09/2025 3. 01/14/2026 - Bass Family Cottage - Real Estate Rental - Inv Related - 01 Hour(s)/Month - 01 Hour(s) During Trading - Rye, NH - OBA Start Date: 03/07/1997 4. 01/14/2026 - Zach Bass - Non-Variable Insurance - Inv Related - 05 Hour(s)/Month - 05 Hour(s) During Trading - West Springfield, MA - OBA Start Date: 08/01/2023 5. 01/14/2026 - Bass Family Cottage - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 01 Hour(s)/Month - 01 Hour(s) During Trading - Rye, NH - OBA Start Date: 02/15/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-21
  • S66 Uniform Combined State Law Examination
    2015-06-21
Other Names
  • Zachary Bass
  • Zach Bass

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Shelton, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor