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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Springfield | MA | 09/2003 | 04/2017 |
| Mml Investors Services, Inc. | Springfield | MA | 09/2003 | 03/2017 |
| Lpl Financial, Llc | Longmeadow | MA | 04/2017 | Present |
1. 5/17/2018 - Petruzzelli Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/07/2018 - 5 Hours Per Month/0 Hours During Securities Trading. 2. 08/04/2021 - Petruzzelli Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/28/2017 - 35 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-16 |
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