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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-10-23 |
| MA | RA | APPROVED | 2024-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Newton | MA | 05/2016 | 03/2018 |
| Keenan Financial | Boston | MA | 10/2018 | 11/2019 |
| Unemployed | Wellesley | MA | 04/2018 | 09/2018 |
| Citizens Securities, Inc | Canton | MA | 02/2020 | 07/2021 |
| Citizens Bank | Chestnut Hill | MA | 02/2020 | 07/2021 |
| Wellesley Bank | Wellesley | MA | 11/2019 | 02/2020 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 06/2022 |
| Citizens Bank, N.A | Chestnut Hill | MA | 07/2021 | 06/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2022 | 12/2023 |
| Workers Credit Union | Fitchburg | MA | 06/2022 | 12/2023 |
| Lpl Financial Llc | Hanscom Afb | MA | 06/2024 | Present |
| Hanscom Federal Credit Union | Hanscom Afb | MA | 12/2023 | Present |
1- 06/17/2024 - HANSCOM FEDERAL CREDIT UNION - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2- 06/17/2024 - HANSCOM FEDERAL CREDIT UNION - Inv Related - At Reported Business Location(s) - Financial Institution Duty - Relationship Banking Advisor - Started: 12/11/2023 - 160 Hrs/Mo; 9 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-15 |
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