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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-05 |
Branch Locations
350 Park St Ste 206S, North Reading, MA 01864 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | North Reading | MA | 04/2016 | 04/2021 |
| Lpl Financial, Llc | North Reading | MA | 04/2021 | Present |
1) 4/2016 - Non-Variable Insurance - James J Kelble - Investment Related - North Reading, MA 01864 2) 4/2018 - DBA for LPL Business (entity for LPL business) - James Joseph Financial Services - Investment Related - 100% - North Reading, MA 01864
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-27 |
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