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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Wakefield | MA | 07/2020 | 12/2020 |
| Mass Mutual Life Insurance Co | Wakefield | MA | 08/2018 | 12/2020 |
| Self-Employed | Saugus | MA | 04/2016 | 03/2019 |
| Pruco Securities, Llc. | Wakefield | MA | 04/2021 | 11/2024 |
| Self-Employed | Wakefield | MA | 12/2020 | Present |
| Prudential Insurance Company Of America | Wakefield | MA | 11/2021 | Present |
| Lpl Enterprise, Llc | Wakefield | MA | 11/2024 | Present |
1) 11/14/2024-Commonwealth Property & Casualty- Property and Casualty-Sending info to agency for quoting and connecting client to agency for closing- INV Related- At Wakefield, MA- Start date 11/15/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-24 |
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