Mark Richard Lefebvre

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-04-18
MA	RA	APPROVED	2006-01-11

TX RA
APPROVED_RES

Since 2022-04-18
MA RA
APPROVED

Since 2006-01-11

Branch Locations

285 Billerica Rd Ste 201, Chelmsford, MA 01824 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Chelmsford	MA	05/2004	Present
Bay Financial Advisors, Inc.	Waltham	MA	06/2004	12/2021
Crosspoint Financial Advisors	Chelmsford	MA	05/2015	Present

05/2004 → Present

Lpl Financial, Llc

Chelmsford, MA
06/2004 → 12/2021

Bay Financial Advisors, Inc.

Waltham, MA
05/2015 → Present

Crosspoint Financial Advisors

Chelmsford, MA

Previous Registrations

2004-04-07 → 2021-12-31

Bay Financial Advisors, Inc.

Waltham, MA

Other Businesses

1. 05/14/2004 - NON-VARIABLE INSURANCE - SELL TERM, WHOLE & UNIVERSAL LIFE, FIXED ANNUITIES, GROUP & INDIVIDUAL HEALTH, LONG TERM CARE & DISABILITY INSURANCE. - CHELMSFORD, MA. 2. 05/14/2004 - DBA ONLY - BAY FINANCIAL ASSOCIATES, LLC - CHELMSFORD, MA. 3. 7/27/2010 - NON-VARIABLE INSURANCE DBA - CROSSPOINT FINANCIAL ADVISORS, LLC - I AM HALF OWNER OF THE LLC, SO I HAVE SOME MANAGERIAL DUTIES. MY INCOME WILL BE DERIVED FROM SELLING INVESTMENTS AND INSURANCE PRODUCTS TO MY CLIENTS, CHARGING FEES ON INVESTMENT ACCOUNTS AND FEES FOR FINANCIAL PLANS. - 100% OF TIME - CHELMSFORD, MA 4. 05/13/2015 - CROSSPOINT FINANCIAL ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 227 CHELMSFORD ST. CHELMSFORD, MA 01824 - START 04/10/2010 - TIME SPENT 6 HRS/MO DURING SECS TRDG HRS 5. 12/20/2023 - No Business name - Inv Related - Westford, MA - Real Estate Rental - Owner - Started: 11/1/2023 - 1 Hr/Mo; 0 Hr During Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-01-21

S63 Uniform Securities Agent State Law Examination

1991-01-21

View on SEC IAPD