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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-24 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Newburyport | MA | 08/2015 | 05/2017 |
| Keller Williams Realty | Newburyport | MA | 09/2017 | 01/2019 |
| New England Investment And Retirement Group | North Andover | MA | 01/2018 | 03/2018 |
| Uber | Boston | MA | 04/2018 | 04/2020 |
| Lyft | Boston | MA | 05/2018 | 04/2020 |
| N/A | Hampton | NH | 05/2017 | 09/2017 |
| Lpl Financial Llc | Boston | MA | 10/2018 | 03/2019 |
| Casino Ballroom | Hampton | NH | 04/2022 | Present |
| Realty One Group Next Level | Bedford | NH | 11/2021 | Present |
| Bank Of America | Exeter | NH | 03/2019 | 11/2019 |
| Stifel | Portsmouth | NH | 08/2022 | 01/2023 |
| North Shore Realty Group | Salisbury | MA | 04/2020 | 11/2021 |
| Edward Jones | Portsmouth | NH | 02/2022 | 08/2022 |
| Lpl Financial Llc | Boston | MA | 01/2023 | Present |
1) 01/25/2023 - Bolvin Wealth Management Group INC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2023 2) 01/25/2023 - Casino Ballroom - Event Staff - Non-Inv Rel - Hampton, NH - Start: 04/2022 - 8 Hr/Mth 3) 11/13/2024 - Real Estate Rental - Investment Related - Murrells Inlet, SC - Start Date 10/23/2024 - 4 Hours Per month/ 0 Hours During Trading 4) 09/19/2025- eXp Realty- Mortgage/Real Estate Services- INV Related- At Salisbury MA- Start date 08/29/2025- 6 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-20 |
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