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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-09 |
| MA | RA | APPROVED | 2021-07-22 |
Branch Locations
319 Littleton Rd, Suite 303, Westford, MA 01886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar'S Mediterranean Foods | Haverhill | MA | 06/2016 | 07/2018 |
| Progress Software | Bedford | MA | 06/2017 | 08/2017 |
| Student | Smithfield | RI | 07/2018 | 01/2019 |
| Concord River Financial | Acton | MA | 01/2019 | Present |
| Waddell & Reed, Inc | Acton | MA | 07/2019 | 07/2021 |
| Sampson West & Associates, Inc. | Acton | MA | 01/2019 | Present |
| Lpl Financial, Llc | Acton | MA | 07/2021 | Present |
1. 06/10/2022 - Sampson West & Associates - DBA: Concord River Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/02/2019 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-12 |
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