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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
Branch Locations
519 Columbian Street, Weymouth, MA 02190 • United States
100 Quincy Avenue, Quincy, MA 02169 • United States
751 Plain St, Marshfield, MA 02050 • United States
2103 Washington St, Ste 1, Hanover, MA 02339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Waltham | MA | 12/2014 | 10/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Waltham | MA | 12/2014 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 11/2016 | 08/2017 |
| Bank Of America, N.A. | Lincoln | RI | 01/2016 | 08/2017 |
| Mass Mutual Life Insurance Company | Warwick | RI | 08/2019 | 09/2019 |
| Mml Investors Services | Warwick | RI | 08/2019 | 09/2019 |
| Jordan's Furniture | Warwick | RI | 08/2017 | 07/2018 |
| Unemployed | Franklin | MA | 07/2018 | 05/2019 |
| Coachman's Lodge | Bellingham | MA | 05/2019 | 08/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2021 | 05/2025 |
| Lpl Financial Llc | Weymouth | MA | 05/2025 | Present |
1.05/15/2025- Quincy Investment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-07 |
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