Joseph Lefebvre

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Cross Point Financial Advisors, Llc	Chelmsford	MA	07/2021	05/2022
Sudbury Design Group	Sudbury	MA	05/2019	07/2021
Equity Services, Inc.	Montpelier	VT	09/2022	09/2023
The Quintessential Experience In Financial Service/National Life	Hauppauge	NY	06/2022	09/2023
Breau Lawn And Landscape	Fitchburg	MA	05/2018	08/2018
Jpmorgan Chase Bank, N.A.	Greenvale	NY	10/2023	06/2024
J.P. Morgan Securities Llc	Greenvale	NY	10/2023	06/2024
Unemployed	Chelmsford	MA	10/2013	04/2018
Unemployed	Chelmsford	MA	09/2018	04/2019
Lpl Financial, Llc	Chelmsford	MA	07/2021	05/2022
Fidelity Investments	Lake Grove	NY	06/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2021 → 05/2022

Cross Point Financial Advisors, Llc

Chelmsford, MA
05/2019 → 07/2021

Sudbury Design Group

Sudbury, MA
09/2022 → 09/2023

Equity Services, Inc.

Montpelier, VT
06/2022 → 09/2023

The Quintessential Experience In Financial Service/National Life

Hauppauge, NY
05/2018 → 08/2018

Breau Lawn And Landscape

Fitchburg, MA
10/2023 → 06/2024

Jpmorgan Chase Bank, N.A.

Greenvale, NY
10/2023 → 06/2024

J.P. Morgan Securities Llc

Greenvale, NY
10/2013 → 04/2018

Unemployed

Chelmsford, MA
09/2018 → 04/2019

Unemployed

Chelmsford, MA
07/2021 → 05/2022

Lpl Financial, Llc

Chelmsford, MA
06/2024 → Present

Fidelity Investments

Lake Grove, NY
03/2025 → Present

Fidelity Investments

Boston, MA

2024-06-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Lake Grove, NY
2023-11-02 → 2024-06-04

J.P. Morgan Securities Llc

Greenvale, NY
2022-11-04 → 2023-09-14

Equity Services, Inc.

Hauppauge, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-04

Other Firms