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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
433 South Main St Ste 120, West Hartford, CT 06110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 01/2020 | 04/2020 |
| Hsbc Holdings | White Plains | NY | 12/2019 | 01/2020 |
| New York Life Insurance | Rego Park | NY | 12/2018 | 12/2019 |
| Mavis Discount Tire | New Milford | CT | 12/2018 | 12/2018 |
| Mavis Discount Tire | Millwood | NY | 04/2018 | 12/2018 |
| Unemployed | Mount Vernon | NY | 08/2017 | 04/2018 |
| Year Up / American Express | New York | NY | 08/2016 | 08/2017 |
| Purdue University Global | Indianapolis | IN | 04/2019 | Present |
| Bank Of America, N.A. | Stamford | CT | 08/2023 | 01/2024 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 01/2024 | 07/2026 |
| Unemployed | Woodbury | CT | 08/2023 | 01/2024 |
| Lpl Financial | West Hartford | CT | 08/2026 | Present |
1. 08/2026 - Brooklyn Pharoahs Football - Coach/ Sports/ Fitness - Not INV REL - 50 Hrs/Mth - 00 Hrs During Trading - Brooklyn, NY 11212 - OBA Start Date: 07/01/2026 2. 08/2026 - Pomperaug Warriors - Coach/ Sports/ Fitness - Not INV REL - 40 Hrs/Mth - 00 Hrs During Trading - Southbury, CT, 06488 - OBA Start Date: 07/20/2026 3. 08/2026 - Northstar Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL- 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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