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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-10 |
| RI | RA | APPROVED | 2025-07-10 |
Branch Locations
57 River Street Suite 300, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Insurance Providers | Cambridge | MA | 06/2018 | 09/2018 |
| Connecticut College | New London | CT | 09/2015 | 05/2019 |
| Balance Wealth Advisors | Wellesley | MA | 06/2019 | Present |
| Lpl Financial Llc | Wellesley | MA | 07/2019 | 12/2020 |
| Cadaret, Grant & Co., Inc. | Wellesley | MA | 02/2021 | 07/2025 |
| Balance Wealth Advisors | Providence | RI | 07/2021 | 01/2024 |
| Lpl Financial Llc | Wellesley | MA | 07/2025 | Present |
1- 07/2025 - Balance Wealth Advisors - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/17/2019 - 15 hours per month/ 5 hours during trading 2- 07/2025 - Balance Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/17/2019 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-21 |
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