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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-18 |
| CT | RA | APPROVED | 2011-10-11 |
Branch Locations
6 Gay Street, Sharon, CT 06069 • United States
1 Brush Hill Rd, New Fairfield, CT 06812 • United States
3 Route 39, Sherman, CT 06784 • United States
50 N Main St, Kent, CT 06757 • United States
311 West Street, Litchfield, CT 06759 • United States
220 Albany Turnpike, Canton, CT 06019 • 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 Bank | Kent | CT | 04/2010 | Present |
| Lpl Financial Llc | Kent | CT | 10/2011 | Present |
1. 10/21/2011- Investment products and services are offered through LPL Financial LLC using the DBA/trade name WEBSTER INVESTMENT SERVICES, INC. - Investment Related - At Reported Business Location(s) 2. 11/25/2011 - WEBSTER BANK - Financial Institution Duty - PROVIDE FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) 3. 06/30/2016 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) 4. 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-29 |
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