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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-03-07 |
Branch Locations
285 Billerica Rd Ste 201, Chelmsford, MA 01824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Chelmsford | MA | 05/2004 | Present |
1- 05/17/2004- BAY FINANCIAL ASSOCIATES, LLC. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2- 6/1/2004 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - SELL LIFE, HEALTH, DISABILITY, LTC, GRP INS & FXD ANN. 3- 06/17/2010- CROSSPOINT FINANCIAL ADVISORS, LLC- NON-VARIABLE INSURANCE DBA- CROSSPOINT FINANCIAL ADVISORS, LLC- OFFER INVESTMENT AND ISRUANCE TO CLIENTS AND MARKET OUSELVES UNDER THE NAME OF CROSSPOINT FINANCIAL ADVISORS, LLC. - TIME SPENT 80%- CHELMSFORD, MA 4- 11/14/2013- KEN LEFEBVRE- REAL ESTATE RENTAL- Investment Related - TIME SPENT 1%- CHELMSFORD, MA 5- 5/17/2018 - Rental - Not Investment Related - North Chelmsford, MA 01824 - Real Estate Rental - Start Date: 02/01/2018 - 2 Hours Per Month/0 Hours During Securities Trading - Purchase 2 family home. 6- 10/08/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 11/01/2006 - 1 Hour Per Month/0 Hours During Securities Trading. 7- 04/28/2026 - Ken Lefebvre - Real Estate Rental - Investment Related - CHELMSFORD, MA - Start Date 12/15/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-19 |
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