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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank, N.A. | Hudson | MA | 06/2002 | 04/2018 |
| Self Employed | Worcester | MA | 04/2018 | 04/2019 |
| Citizens Bank | Maynard | MA | 04/2019 | 01/2020 |
| Citizens Securities, Inc. | Maynard | MA | 06/2019 | 01/2020 |
| Self Employed | Worcester | MA | 01/2020 | 09/2022 |
| Sagepoint Financial Inc. | Framingham | MA | 03/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Worcester | MA | 09/2022 | 05/2025 |
| Bank Of America, N.A. | Worcester | MA | 12/2022 | 05/2025 |
| Rollstone Bank & Trust | Leominster | MA | 05/2025 | Present |
| Lpl Financial Llc | Leominster | MA | 05/2025 | Present |
1)05/20/2025 - Author - Children's Books - Non-Inv Rel - Home Based - Start: 08/01/2018 - 1 Hrs/Mth - 0 Hrs During Trading. 2)05/20/2025 - Rollstone Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)05/20/2025 - Rollstone Bank & Trust - Notary - Home Based - Start: 05//19/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 06/12/2025 - Investment Related - Mortgage/Real Estate Services - Home Based - Start Date:06/15/2025 - 8 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-22 |
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