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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2009-05-07 |
Branch Locations
1 Garfield Circle Unit 2, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lexington | MA | 04/2009 | Present |
1. 8/5/2019 - SMB Financial Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/15/2016 - 800 Hours Per Month/8 Hours During Securities Trading. 2. 8/5/2019 - No Business Name - Investment Related - Watertown, MA 02420 - Real Estate Rental - Started 05/26/2012 - 0 Hours Per Month - Husband owns a 2 family rental address. 3. 9/27/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 07/15/2019 - 2 Hours Per Month During Securities Trading. 4. 12/19/2024- Green Bee Advisory LLC- DBA for LPL Business (entity for LPL business)-INV Related- At Reported Business Location(s)- Start date- 12/05/2024- 20 HRS Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-18 |
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