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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-16 |
Branch Locations
200 Lowder Brook Dr Ste 2100, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2015 | 05/2025 |
| Lpl Financial Llc | Waltham | MA | 05/2025 | Present |
1)03/10/2025 - Claire Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)03/10/2025 - Claire Wealth Management - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 04/2025 - 10 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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