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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2025-01-23 |
Branch Locations
628 Hebron Ave Ste 110, Glastonbury, CT 06033 • United States
100 Great Meadow Rd Suite 102, Wethersfield, CT 06109 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Hartford | CT | 06/1998 | 01/2025 |
| Lpl Financial Llc | Wethersfield | CT | 01/2025 | Present |
1)11/14/2024 - Charter Oak Wealth Planners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/14/2024 - Academy Financial, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)11/14/2024 - Gary Salva/Charter Oak Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/2020 - 24 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-11 |
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