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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
3 Stadler St Unit C6, Belchertown, MA 01007 • United States
95 S Main St, Belchertown, MA 01007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2016 | 08/2023 |
| Raymond James Financial Advisors, Inc. | Belchertown | MA | 08/2023 | 05/2026 |
| Raymond James Financial Services Advisors, Inc. | Belchertown | MA | 08/2023 | 05/2026 |
| Lpl Financial Llc | East Longmeadow | MA | 05/2026 | Present |
1.02/2026 - Cold Spring Investments LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/27/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-27 |
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