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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-23 |
Branch Locations
719 Belmont St, Brockton, MA 02301 • United States
700 Washington Street, Stoughton, MA 02072 • United States
28 County Road, Mattapoisett, MA 02739 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cape Cod Five Cents Savings Bank | Orleans | MA | 09/2016 | 03/2019 |
| Cape Cod Five Cents Savings Bank | Orleans | MA | 03/2019 | 04/2025 |
| Infinex Investments, Inc. | Meriden | CT | 03/2019 | 04/2025 |
| Lpl Financial Llc | Plymouth | MA | 04/2025 | Present |
| Webster Bank | Plymouth | MA | 04/2025 | Present |
1- 04/17/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) 2- 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-25 |
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