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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-03 |
| CT | RA | APPROVED | 2025-12-02 |
Branch Locations
30 Poverty Rd, Southbury, CT 06488 • United States
Sneads Ferry, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Williams P.A. | Wilmington | DE | 05/2013 | 05/2021 |
| Michael Ippoliti Attorney At Law | Wilmington | DE | 06/2013 | 08/2018 |
| Tractor Supply Company | Harrisonburg | VA | 10/2015 | 04/2017 |
| Nineteen Restaurant Bar And Banquet | Hampstead | NC | 05/2019 | 08/2019 |
| The Sailfish At Marsh Creek Marine | Wilmington | NC | 06/2019 | 08/2019 |
| Widener University Delaware Law School | Wilmington | DE | 08/2018 | 05/2021 |
| Beartas | Southbury | CT | 03/2025 | Present |
| James Madison University | Harrisonburg | VA | 08/2013 | 05/2017 |
| Unemployed | Saint Augustine | FL | 05/2021 | 03/2025 |
| Lpl Financial Llc | Southbury | CT | 08/2025 | Present |
1) 07/2025 - Beartas / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 2) 07/2025 - Bedard Advisor LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-05 |
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