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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-12-20 |
| MA | RA | APPROVED | 2021-05-17 |
| TX | RA | APPROVED_RES | 2021-05-01 |
Branch Locations
150A Andover St, Danvers, MA 01923 • United States
Faribault, MN • 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 |
|---|---|---|---|---|
| Senes & Chwalek Financial Advisors | Concord | MA | 03/2011 | Present |
| Voya Financial Advisors | Concord | MA | 10/2015 | 04/2021 |
| Lpl Financial, Llc | Concord | MA | 04/2021 | Present |
1) 9/2017 - Other (Book) - MONEY & DIVORCE: COSTLY MISTAKES YOU DON'T WANT TO MAKE - Investment Related - Concord, MA 01742 2) 1/2021 - Business Entity For Tax/Investment Purposes Only - Chwalek Financial Group - Investment Related - Concord, MA 01742 3) 2/2011 - DBA for LPL Business (entity for LPL business) - Senes & Chwalek Financial Advisors - Investment Related - Concord, MA 01742 4) 07/12/2023 - DC Fitness - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date 11/18/2021 - 0 Hours Per Month/ During Trading 5) 01/07/2025 - None - Not Investment Related - Other - Rideshare driver - Home Based - Start Date:12/30/2024 - 35 Hrs/Mth - 0Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-14 |
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