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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
| NJ | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc. | Reading | MA | 10/2024 | 01/2026 |
| Trust Advisory Group Ltd | Woburn | MA | 02/2021 | 01/2026 |
| Creative Wealth Advisors, Llc | Newton | MA | 06/2013 | 02/2021 |
| Yellow Stonehouse Farm | Westfield | MA | 03/2020 | 10/2020 |
| Lpl Financial | Red Bank | NJ | 01/2026 | Present |
1. 1/2026 - Nicole Bondellio Rental House - Real Estate Rental - Investment Related - 7 Hour(s)/Month - 0 Hour(s) During Trading - Springfield MA 01118 - OBA Start Date: 12/01/2022 2. 1/2026 - Lighthouse Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 01/16/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-10 |
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