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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-22 |
Branch Locations
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 |
|---|---|---|---|---|
| American Portfolios | Leyden | MA | 02/2008 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 05/2025 |
| Lpl Financial Llc | Greenfield | MA | 05/2025 | Present |
1) 05/2025 - Baker Financial Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 05/2025 - Jeffrey Baker / Notary / Inv Related / Greenfield, MA 01301 / Start date 04/10/2025 - 1 % time spent 3) 05/2025 - Board of Leyden / Non-Profit Board Member / Board Member / Non Inv Related / Leyden MA 01301 / Start date 07/01/2024 - 3 % time spent 4) 02/05/2026 - Insurance - Non-Variable Insurance - Producer - Investment Related - At Reported Business Location(s) - Start Date 01/09/2026 - 6 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-09 |
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