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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-24 |
Branch Locations
Framingham, MA • United States
2227 Washington St, Ste 300 2 Newton Executive Park, Newton, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2015 | 04/2020 |
| Unemployed | Framingham | MA | 04/2020 | 07/2021 |
| Mantis Property Management | Bellingham | MA | 07/2021 | 08/2023 |
| Tsw Wealth Management | Framingham | MA | 03/2022 | 04/2024 |
| Triad Advisors | Norcross | GA | 03/2022 | 02/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2024 | 04/2024 |
| Unemployed | Framingham | MA | 05/2024 | 12/2024 |
| Lpl Financial Llc | Newton | MA | 12/2024 | Present |
1)12/03/2024 - Kaplan Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-04 |
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