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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-26 |
| MA | RA | APPROVED | 2006-01-11 |
Branch Locations
57 Bedford St Ste 204, Lexington, MA 02420-4550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lexington | MA | 01/1998 | Present |
| Alena Wealth, Llc | Wellesley Hills | MA | 01/2008 | Present |
1.01/16/2003; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.11/21/2005; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.07/18/2013; None; Real Estate Rental; Investment Related; ; Start Date ; hrs/mth; hrs during trading 4.10/16/2019; NONE; Other - Author; Not Investment Related; ; Start Date 11/01/2019; 20hrs/mth; 0hrs during trading 5.09/29/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name ALENA Wealth; Investment Related; at Reported Business Location(s); Start Date 04/11/2025; 160hrs/mth; 112hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-14 |
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