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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-05 |
| MA | RA | APPROVED | 2022-05-17 |
Branch Locations
57 Bedford St Ste 204, Lexington, MA 02420-4550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 08/2015 | 02/2022 |
| Lpl Financial, Llc | Lexington | MA | 03/2022 | Present |
1) 03/28/2022 - DBA for LPL Business (entity for LPL business) - Alena Wealth, LLC - Investment Related - Lexington, MA 02420 - Start Date:3/2022. 2) 01/10/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Start Date: 01/05/2023 - 1 Hour Per Month/1 Hour During Securities Trading. 3) 09/29/2025 - ALENA Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/11/2025 - 160 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-16 |
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