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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-14 |
Branch Locations
29 Main Street, Suite 101, Leominster, MA 01453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachusett Mountain | Princeton | MA | 12/2016 | 04/2019 |
| Still Four Corners | Rutland | MA | 06/2017 | 08/2018 |
| Center Tree Bar And Grill | Rutland | MA | 03/2019 | 08/2019 |
| Green Bridge Innovative Advisors | Leominster | MA | 02/2020 | Present |
| Wachusett Regional High School | Holden | MA | 08/2015 | 05/2019 |
| Bryant University | Smithfield | RI | 08/2019 | 06/2023 |
| Voya Financial Advisors, Inc. | Leominster | MA | 02/2020 | 04/2021 |
| Lpl Financial, Llc | Leominster | MA | 04/2021 | Present |
| Whole Foods Market | Providence | RI | 08/2021 | 12/2022 |
9/2016 - DBA for LPL Business (entity for LPL business) - Greenbridge Innovative Advisors- Investment Related - 100% - Leominster, MA 01453
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-19 |
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