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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-02-23 |
Branch Locations
612 Main Street, Somers, CT 06071 • United States
1671 Boston Tpke, Coventry, CT 06238 • United States
12 Main Street, Ellington, CT 06029 • United States
20 Hyde Avenue, Vernon, CT 06066 • United States
6 Pitkin Rd, Vernon, CT 06066 • United States
341 Broad St, Manchester, CT 06040 • United States
6 Fieldstone Cmns, Tolland, CT 06066 • United States
1244 Storrs Road, Tolland, CT 06268 • United States
Danbury, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | Scarsdale | NY | 04/2011 | 09/2019 |
| Citizens Securities, Inc. | Greenwich | CT | 12/2019 | 02/2023 |
| Lpl Financial Llc | Vernon | CT | 02/2023 | Present |
1) 02/22/2023 - Wilmington Advisors at M&T - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date - 02/2023.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2004-03-01 |
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