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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-12 |
| CT | RA | APPROVED | 2011-10-11 |
Branch Locations
65 Lasalle Rd, 1St Floor., West Hartford, CT 06107 • United States
1053 Farmington Ave., Ste 113, Farmington, CT 06032 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webster Investment Services, Inc. | West Hartford | CT | 07/1999 | 09/2017 |
| Lpl Financial, Llc | West Hartford | CT | 10/2011 | Present |
1. 11/22/2011 - REAL ESTATE RENTAL / HILL ASSET MANAGEMENT, LLC / 1% OF TIME SPENT. 2). 01/17/2025- Connecticut Investment Advisors, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Cheshire, CT- Start date 02/01/2025- 160 HRS Per Month- 7 Hours During Trading 3) 05/13/2025 - BelCo Investment Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date- 04/28/2025 - 160 Hrs/Mth - 130 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-01 |
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