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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-05 |
| TX | RA | APPROVED | 2021-04-30 |
Branch Locations
150A Andover St, Danvers, MA 01923 • United States
Concord, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Concord | MA | 10/2015 | 04/2021 |
| Lpl Financial, Llc | Concord | MA | 04/2021 | Present |
1) 4/30/2021 - Keefe at Night ADULT COMMUNITY EDUCATION-TOWN OF FRAMINGHAM - Investment Related - 790 WINTER ST FRAMINGHAM, MA 01702 - Other-Adult Education Instructor - Start Date: 3/4/2016 - TEACHING TOPICS: DIVORCE PLANNING AND SOCIAL SECURITY BENEFITS. 2) 4/30/2021 - Littleton Parks, Recreation, and Community Education - ADULT COMMUNITY EDUCATION-TOWN - Investment Related - 33 SHATTUCK ST LITTLETON, MA 01460 - Other-Adult Education Instructor - Start Date: 1/1/2010 - TEACHING TOPICS: DIVORCE PLANNING AND SOCIAL SECURITY BENEFITS. 3) 4/30/2021 - SENES & CHWALEK FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/15/2011 - 160 Hours During Securities Trading - Time Spent: 100%. 4) 4/30/2021 - Senes & Chwalek Financial Advisors - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 2/15/2011 - 2 Hours Per Month/0 Hours During Securities Trading. 5) 4/30/2021 - RENEE W. SENES, CDFA - Not Investment Related - At Reported Business Location(s) & Home Based - Other-Certified Divorce Financial Analyst - Start Date: 12/2009 - 10 Hours Per Month/3 Hours During Securities Trading. 6) 4/30/2021 - Chelmsford Community Education Center (ADULT COMMUNITY EDUCATION-TOWN OF - Investment Related - 170 DALTON RD CHELMSFORD, MA 01824 - Other-Adult Education Instructor - Start Date: 1/1/2010 - TEACHING TOPICS: DIVORCE PLANNING AND SOCIAL SECURITY BENEFITS. 7) 4/30/2021 - MONEY & DIVORCE: COSTLY MISTAKES YOU DON'T WANT TO MAKE - Investment Related - At Reported Business Location(s) & Home Based - Other-Book - Start Date: 9/17/2017. 8) 4/30/2021 - Money & the Grey Divorce - Investment Related - At Reported Business Location(s) & Home Based - Other-Book - Co-Author - Start Date: 5/7/2020.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-16 |
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