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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-21 |
Branch Locations
530 Middlebury Rd. Suite 203 A, Middlebury, CT 06762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bergamo Tax & Accounting Services Llc | Watertown | CT | 03/2022 | Present |
| Ubs Realty Investors Llc | Hartford | CT | 01/2013 | 03/2022 |
| Lpl Financial | Middlebury | CT | 05/2025 | Present |
1. 04/28/2025- FD Realty LLC- Business Owner- Non Inv Rel- CT 06795- Start Date 01/02/2025 2. 04/28/2025- Francesca DeBonis- Notary- Inv Rel- CT 06795- 1 Hr Per Mnth- Start Date 02/24/2022 3. 04/28/2025- Bergamo Tax & Accounting- Tax Prep/Accounting/CPA- Inv Rel- 140 Hrs Per Mnth- Start Date 07/01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
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