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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-09 |
| TX | RA | APPROVED | 2024-07-02 |
Branch Locations
25 Braintree Hill Office Park Ofc 8, Braintree, MA 02184 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 10/2019 | 08/2022 |
| Securian Financial Services Inc | St. Paul | MN | 10/2019 | 08/2022 |
| Securian Advisors Of New England | Braintree | MA | 10/2019 | 08/2022 |
| Mlb Cigar Ventures | Bridgewater | MA | 04/2013 | 09/2023 |
| Securian Financial Services Inc | St. Paul | MN | 09/2019 | 10/2019 |
| Sagepoint Financial, Inc. | Braintree | MA | 08/2022 | 09/2023 |
| Osaic Wealth, Inc. | Braintree | MA | 09/2023 | 07/2024 |
| Lpl Financial Llc | Braintree | MA | 07/2024 | Present |
1) 06/2024 - lmperia Wealth Management / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160 Hrs per month - 100% Time Spent 2) 06/2024 - IAABO Certified Referee / Coach/ Sports/ Fitness / Non Investment Related / West Bridgewater, MA / Start date 04/03/2023 - 5 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
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