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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-08-04 |
Branch Locations
888 Worcester St Ste 260, Wellesley, MA 02482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lexington | MA | 03/1998 | Present |
1. 02/11/2003 - Non-Variable Insurance - INV REL - SELLING LIFE, DISABILITY, GROUP HEALTH AND LONG TERM CARE INSURANCE 2. 02/11/2003 - NON-VARIABLE INSURANCE DBA - POWERWEALTH & BENEFITS - SALES OF GROUP HEALTH INSURANCE, LIFE, DISABILITY, LONG TERM CARE, FIXED ANNUITIES. - TIME SPENT 50% - WELLESLEY, MA. 3. 6/23/2017 - 10-12 Beech Street Realty Trust - Investment Related - Waltham, MA - Real Estate Rental - Started 09/01/2008 - 2 Hours Per Month/0 Hours During Securities Trading - 3 Family Rental Property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-29 |
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