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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-04 |
Branch Locations
427 Naubuc Ave., Ste 102, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Glastonbury | CT | 06/2026 | Present |
| Ameriprise Financial Services Llc | New Haven | CT | 10/2025 | 05/2026 |
| Ed Bartelli Inc | Waterford | CT | 09/2018 | 08/2025 |
| General Dynamics Electric Boat | New London | CT | 05/2023 | 08/2023 |
| Andiamo Italian Restuarant | Mystic | CT | 05/2022 | 08/2022 |
| The Fat Tuna | Waterford | CT | 05/2024 | 08/2024 |
| Student | Waterford | CT | 05/2015 | 09/2018 |
1. 06/2026 - Clearbridge Capital Group LLC/Clearbridge Capital Group - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/4/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-14 |
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