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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-12-05 |
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 |
|---|---|---|---|---|
| Lpl Financial | Farmington | CT | 02/2021 | Present |
| Tunxis Wealth Management Llc | Farmington | CT | 06/2019 | 02/2021 |
| Johnson & Wales University | Providence | RI | 09/2015 | 05/2019 |
| Windsor Public School | Windsor | CT | 06/2017 | 08/2017 |
1- 04/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TUNXIS WEALTH MANAGEMENT - INVESTMENT RELATED - At Reported Business Location(s) 2- 06/12/2026 - RGB TAX SERVICES - 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 | 2022-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
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