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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
Branch Locations
225 King St, Northampton, MA 01060 • United States
233 Carew Street Room 110, Springfield, MA 01102 • United States
55 Lake Ave North, Room S1-820, Worcester, MA 01655 • United States
465 N Main St, East Longmeadow, MA 01028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umassfive College Federal Credit Union | Hadley | MA | 09/2018 | 07/2023 |
| Cuso Financial Services | San Diego | CA | 05/2021 | 07/2023 |
| Contest Analytical Laboratory | East Longmeadow | MA | 09/2017 | 09/2018 |
| Agawam Municipal Golf Course | Agawam | MA | 09/2017 | 09/2018 |
| Dunkin Donuts | Winchester | MA | 07/2015 | 09/2016 |
| Pet Pals Of Winchester | Woburn | MA | 09/2016 | 09/2017 |
| Umassfive College Federal Credit Union | Worcester | MA | 07/2023 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 07/2023 | 05/2025 |
| Lpl Financial Llc | Springfield | MA | 05/2025 | Present |
1. 05/15/2025- UMassFive Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-03 |
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