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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VI | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Hamden | CT | 01/2006 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Madison | CT | 06/2006 | 07/2021 |
| Ledges Condos | Hamden | CT | 09/2010 | 10/2016 |
| Hamden Rotary | Hamden | CT | 10/2012 | 07/2021 |
| Stevens & Boutilier Financial Advisors Llc | Hamden | CT | 03/2021 | 07/2021 |
| Lpl Financial, Llc | Hamden | CT | 07/2021 | Present |
1. 9/16/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 06/24/2005. 2. 9/16/2021 - Stevens & Boutilier Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/2021. 3. 9/20/2021 - The General Agency, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/31/2021 - 5 Hours Per Month During Securities Trading. 4. 10/06/2025- PCGE Properties- Real Estate Rental- INV Related- 30 Cedar - Start date 10/15/2025- 12 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-07 |
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