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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-12-21 |
Branch Locations
5 Cheshire Road Suite 26, Pittsfield, MA 01201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsfield | MA | 06/2020 | Present |
| Greylock Federal Credit Union | Pittsfield | MA | 01/2017 | Present |
| Unemployed | Adams | MA | 10/2016 | 12/2016 |
| Staples | Pittsfield | MA | 11/2015 | 09/2016 |
1)6/23/2020- Greylock Investment Group- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)6/23/2020- Greylock Federal Credit Union-Financial Institution Duty/ Member Service Representative Inv. Related- at reported business location(s)-160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-26 |
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