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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-10-25 |
Branch Locations
6 Executive Dr., Ste 103, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston College | Chestnut Hill | MA | 08/2014 | 05/2018 |
| Evansville Otters Llc | Evansville | IN | 06/2018 | 04/2019 |
| Uspbl | Utica | MI | 05/2019 | 10/2020 |
| Lpl Financial Llc | Farmington | CT | 01/2021 | Present |
1)05/24/2021 - RGB Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/24/2025 - None - Not Investment Related - Other - Coach - At Reported Business Location(s) - Start Date : 04/26/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-09 |
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