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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-23 |
| MA | RA | APPROVED | 2009-02-03 |
Branch Locations
888 Worcester Street Suite 30, Wellesley, MA 02482 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Brookline | MA | 01/2009 | Present |
(1) 01/26/2009 - STEARNS WEALTH MANAGEMENT, DBA (2) 03/03/2014 - DBA ONLY - BEACON WEALTH ADVISORS - BROOKLINE, MA (3) 04/26/2016 * First American Insurance Underwriters * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * agent, first American insurance underwriters, yes, no * START 04/26/2016 * 5 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-22 |
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