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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-11-29
  • MA RA
    APPROVED
    Since 2023-11-29

Branch Locations

10 Derne St., Ste 303, Boston, MA 02114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Canaccord Genuity Boston MA 07/2020 08/2020
Canaccord Genuity Boston MA 07/2021 03/2022
Lpl Financial Llc Boston MA 12/2022 Present
Unemployed Boston MA 04/2022 12/2022
Hesson Wealth Partners Llc New York NY 12/2024 Present
Bolvin Wealth Management Group Boston MA 12/2022 Present
Boston College Chestnut Hill MA 09/2020 05/2021
Boston College Chestnut Hill MA 08/2017 06/2020
Duxbury High School Duxbury MA 08/2014 06/2017
  • 07/2020 → 08/2020
    Canaccord Genuity
    Boston, MA
  • 07/2021 → 03/2022
    Canaccord Genuity
    Boston, MA
  • 12/2022 → Present
    Boston, MA
  • 04/2022 → 12/2022
    Unemployed
    Boston, MA
  • 12/2024 → Present
    Hesson Wealth Partners Llc
    New York, NY
  • 12/2022 → Present
    Bolvin Wealth Management Group
    Boston, MA
  • 09/2020 → 05/2021
    Boston College
    Chestnut Hill, MA
  • 08/2017 → 06/2020
    Boston College
    Chestnut Hill, MA
  • 08/2014 → 06/2017
    Duxbury High School
    Duxbury, MA
Previous Registrations
  • 2025-01-08 → 2025-01-28
    Hesson Wealth Partners
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-09
S63 Uniform Securities Agent State Law Examination 2021-07-07
  • S66 Uniform Combined State Law Examination
    2023-11-09
  • S63 Uniform Securities Agent State Law Examination
    2021-07-07

View on SEC IAPD

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