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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2006-12-14 |
Branch Locations
180 Glastonbury Blvd, Glastonbury, CT 06033 • United States
West Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Glastonbury | CT | 12/2006 | Present |
| Somerset Wealth Strategies, Llc | Glastonbury | CT | 07/2008 | 12/2021 |
1. 08/03/2015 - MAY, BONEE & COMPANY, INC - INV REL - 180 GLASTONBURY BOULEVARD, GLASTONBURY CT 06033 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/01/1986 - 0 HOURS PER MONTH - ENTITY IS AN OPERATING ACCOUNT FOR ALL EQUITY AND INSURANCE COMMISSIONS. 2. 1/17/2017 - May, Bonee & Clark Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2017 - 120 Hours Per Month/100 Hours During Securities Trading. 3. 05/10/2024 - Risk Strategies - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-06 |
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