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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/ Merrill Lynch, | Lincoln | RI | 12/2024 | 06/2025 |
| Mighty Acorns Capital | Dallas | TX | 05/2024 | 08/2024 |
| Compass Group Babson College | Wellesley | MA | 08/2023 | 08/2024 |
| Trident Pvt. Ltd. | Daman | 01/2022 | 07/2023 | |
| Babson College | Wellesley | MA | 09/2023 | 12/2024 |
| St Xavier'S College | Ahmedabad | 07/2017 | 07/2020 | |
| Unemployed | Ahmedabad | 08/2020 | 12/2021 | |
| High School- Ahmedabad International School | Ahmedabad | 07/2014 | 06/2017 | |
| Rockland Trust Company | Peabody | MA | 12/2025 | Present |
| Bank Of America/ Merrill Lynch, | Lincoln | RI | 06/2025 | 12/2025 |
| Lpl Financial Llc | Peabody | MA | 01/2026 | Present |
1- 04/30/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name RT Investment Services - Investment Related - At Reported Business Location(s) - Start Date 12/05/2025 - 160 hours per month/ during trading 2- 05/07/2026 - BSMG- Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/22/2026 - 5 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
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