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11 East Street, Franklin, MA 02038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh, Barnes, Collis & Zumpella; Litigation Defense Firm | Pittsburgh | PA | 02/2017 | 03/2020 |
| Brauhaus Schmitz | Philadelphia | PA | 05/2017 | 08/2017 |
| Madrex Restaurant | Philadelphia | PA | 05/2018 | 08/2018 |
| Urban Village Brewing Company | Philadelphia | PA | 06/2019 | 08/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2020 | 08/2021 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2016 | 04/2020 |
| Boenning & Scattergood, Inc. | Conshohocken | PA | 08/2021 | 02/2023 |
| Gibraltar Wealth Management, Llc | Abington | PA | 03/2023 | 03/2024 |
| Lpl Financial Llc | Franklin | MA | 04/2024 | Present |
| Byrne Financial Freedom, Llc | Franklin | MA | 04/2024 | Present |
1. 05/08/2024 - Byrne Financial Freedom LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 4/5/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Byrne Financial Freedom LLC, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-23 |
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