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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-02 |
Branch Locations
90 Hopemeadow St, Weatogue, CT 06089 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
90 Hopmeadow St, Weatogue, CT 06089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiondella Insurance & Retirement Plannin | Framington | CT | 07/1994 | Present |
| M. Holdings Securities, Inc. | Portland | OR | 12/2002 | 02/2026 |
| Wealth Preservation Partners | Simsbury | CT | 06/2009 | Present |
| Lpl Financial | Weatogue | CT | 02/2026 | Present |
1.01/2026 - Multiple Life & Health Insurance Business - Non-Variable Insurance - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Weatogue CT 06089 - OBA Start Date: 01/01/1995 2.01/2026 - New Foundations Inc - Non-Profit Board Member - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Wolcott CT 06716 - OBA Start Date: 01/02/2000 3. 01/2026 - Wealth Preservation Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 2/2/2026 4.01/2026 - Fiondella Insurance and Retirement Planning - Business Entity For Tax/Investment Purposes Only - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Weatogue CT 06089 - OBA Start Date: 01/01/1995
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-22 |
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