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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-23 |
Branch Locations
120 Hebron Ave Ste 2C, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Southington | CT | 08/2024 | Present |
| Atrinity Home Health | Wallingford | CT | 01/2018 | Present |
| Select Medical | Southington | CT | 06/2016 | Present |
| Hawks Landing Country Club | Southington | CT | 01/2014 | 09/2016 |
1) 01/2025 - Raymond Wealth Management - DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 2) 01/2025 - Atrinity Home Health / part time - Physical Therapist / Other - Coach/Sports/Fitness / Non Inv Related / Wallingford, CT 06492 - 120 Hrs per month - 25% Time Spent 3) 01/2025 - Select Medical / Other - Physical Therapist / Coach/Sports/Fitness / Southington, CT 06489 /100 Hrs per month 4) 02/25/2026 - Raymond Senior Planning - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/01/2023 - 10 hours per month/ 8 hours during trading 5) 03/09/2026 - RainbowRd9, LLC - Real Estate Rental - Investment Related - West Yarmouth, MA - Start Date 01/01/2025 - 20 hours per month/ 1 hour during trading 6) 04/08/2026 - Allegra Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/31/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-22 |
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