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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 03/2025 | 02/2026 |
| Factset Research Systems | Norwalk | CT | 06/2019 | 03/2025 |
| Rocaton Investment Advisors | Norwalk | CT | 07/2018 | 06/2019 |
| Travelers | Hartford | CT | 06/2017 | 08/2017 |
| Bryant University | Smithfield | RI | 08/2016 | 06/2017 |
| Bryant University | Smithfield | RI | 08/2017 | 05/2018 |
| Unemployed | Unionville | CT | 05/2018 | 07/2018 |
| Lpl Financial | Weatogue | CT | 02/2026 | Present |
1. 01/2026 - Wealth Preservation Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
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