Samir K Shah

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-07-06
MA	RA	APPROVED	2015-02-17

TX RA
APPROVED_RES

Since 2023-07-06
MA RA
APPROVED

Since 2015-02-17

Branch Locations

50 Braintree Hill Ofc Prk #205, Braintree, MA 02184 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Leveroni Financial Management Corp.	Braintree	MA	03/2005	Present
Lpl Financial Corporation	Braintree	MA	09/2009	Present

03/2005 → Present

Leveroni Financial Management Corp.

Braintree, MA
09/2009 → Present

Lpl Financial Corporation

Braintree, MA

Other Businesses

1. 02/22/2010 - DBA ONLY, LEVERONI FINANCIAL MANGEMENT CORP, MA. 2. 12/23/2010 - REAL ESTATE RENTAL, ONE CONDO IN BOSTON, MA - TENANTS ARE NOT IN THE INVESTMENT FIELD, 1%.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-04-29

S66 Uniform Combined State Law Examination

2006-04-29

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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