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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-03-06 |
Branch Locations
342 Stockbridge Rd, Great Barrington, MA 01230 • United States
75 South St, Cheshire, MA 01225 • United States
2 Center St, Adams, MA 01220 • United States
273 Main St, Williamstown, MA 01267 • United States
7 Main Street, Lenox, MA 01240 • United States
545 South Main Street, Lanesboro, MA 01237 • United States
93 Park Street, Adams, MA 01220 • United States
31 Eagle Street, North Adams, MA 01247 • United States
41 Park Street, Lee, MA 01238 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc (Fka Linsco/Private Ledger Corp.) | Lee | MA | 09/2003 | Present |
| Adams Community Bank | Lee | MA | 12/2009 | Present |
(1) 6/17/2008 - DBA ONLY - UNION CAPITAL PARTNERS, LLC - MANCESTER BY THE SEA, MA (2) 12/20/2011 - DBA ONLY - ADAMS COMMUNITY INVESTMENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-26 |
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