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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-10-28 |
Branch Locations
53 W Main St, Northborough, MA 01532 • United States
17 Pope Street, Hudson, MA 01749 • United States
100 East Main St., Westborough, MA 01581 • United States
23 Maple Ave, Shrewsbury, MA 01545 • United States
270 Cochiturate Rd, Framingham, MA 01701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avidia Bank | Westborough | MA | 07/2010 | 12/2019 |
| Avidia Bank / Avidia Investment Services | Hudson | MA | 01/2020 | Present |
| Ski Ward Ski Area | Shrewsbury | MA | 10/2004 | Present |
| Lpl Financial Llc | Hudson | MA | 11/2019 | Present |
| Avidia Bank/Avidia Investment Services | Hudson | MA | 10/2020 | Present |
1)5/21/2020- Avidia Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)3/10/2023 - BKA Private Wealth Consultants - Investment Related - Non-Variable Insurance - Vice President, LPL Financial Advisor - Start Date - 03/08/2023 - 2 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-20 |
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