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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2018-01-09 |
| MA | RA | APPROVED | 2008-03-25 |
Branch Locations
250 Stockbridge Rd, Great Barrington, MA 01230 • United States
47 Main St, Lee, MA 01238 • United States
75 Kellogg St, Pittsfield, MA 01201 • United States
150 West St, Pittsfield, MA 01201 • United States
464 Fairview Ave, Hudson, NY 12534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial (Formerly: Linsco Private Ledger) | Pittsfield | MA | 01/2008 | Present |
| Greylock Federal Credit Union | Pittsfield | MA | 01/2008 | Present |
1. 8/9/2012: BGREYLOCK FEDERAL CREDIT UNION - Financial Institution Duty - SENIOR VICE PRESIDENT FOR GREYLOCK FEDERAL CREDIT UNION - TIME SPENT 50% - Investment Related - At Reported Business Location(s). 2. 5/2/2018 - Greylock Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-28 |
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