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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-05-09 |
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 |
|---|---|---|---|---|
| American Income Life: Philip Prata | Middletown | CT | 12/2020 | 02/2021 |
| Renewal By Andersen | Cromwell | CT | 05/2017 | 12/2020 |
| Full-Time Education | Manchester | NH | 08/2015 | 12/2019 |
| Lpl Financial, Llc | Farmington | CT | 04/2021 | Present |
1) 7/2021- TUNXIS WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- Inv. Related- At Reported Business Location(s) 2) 06/12/2026 - RGB TAX SERVICES LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 04/21/2026 - 9 hours per month/ 3 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
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