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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Springfield | MA | 12/2003 | Present |
1. 12/05/2003-BFP FINANCIAL SERVICES-DBA ONLY 2. 11/06/2003-BFP ASSOCIATES-RETIREMENT PLANNING-THIRD PARTY ADMINSTRATOR. 3. 12/07/2011 - BFP ASSOCIATES, INC. - I AM PURCHASING AN EMPLOYEE BENEFITS FIRM THAT PROVIDES QUALIFIED AND NON-QUALIFIED RETIREMENT PLAN ADMINISTRATION, HEALTH AND WELFARE BENEFIT PLAN ADMINISTRATION, AND EMPLOYEE GROUP INSURANCE BROKERAGE BUSINESS. I HAVE BEEN INVOLVED WITH THE QUALIFI - OTHER-THIRD PARTY ADMINSTRATOR - 25% OF TIME SPENT 4. 06/17/2015 - BFP ASSOCIATES, INC. - INV REL - 110 ELM STREET, WEST SPRINGFIELD, MA 01089 - NON-VARIABLE INSURANCE - START 12/01/2011 - 30 HRS/MO DURING SECS TRDG HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-19 |
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