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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Waterbury | CT | 03/2026 | Present |
| Thermo Fisher Scientific | New York | NY | 10/2024 | 03/2026 |
| Johnson And Johnson | New York | NY | 02/2023 | 10/2024 |
| Iqvia | New York | NY | 03/2022 | 02/2023 |
| Elegran Real Estate | New York | NY | 05/2020 | 03/2022 |
| Trinity College | Hartford | CT | 01/2019 | 05/2021 |
| University At Albany | Albany | NY | 08/2017 | 01/2019 |
| Cheshire Academy | Cheshire | CT | 08/2016 | 05/2017 |
1. 3/2026 - Coleman Financial Advisory Group LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 3/27/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-16 |
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