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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natinal Planning Corporation | Santa Monica | CA | 10/2010 | 12/2016 |
| Trilogy Capital, Inc. | Woburn | MA | 11/2015 | 01/2017 |
| Lpl Financial, Llc | Waltham | MA | 01/2017 | 05/2019 |
| Allstate Insurance Company | Waltham | MA | 05/2019 | 09/2021 |
| Citizens Securities Inc. | Swampscott | MA | 09/2021 | 09/2024 |
| Lpl Enterprise | Wakefield | MA | 01/2025 | 01/2026 |
| Unemployed | Wakefield | MA | 10/2024 | 12/2024 |
| Hanscom Federal Credit Union | Hanscom Afb | MA | 02/2026 | Present |
| Lpl Financial Llc | Hanscom Afb | MA | 02/2026 | Present |
1. 01/2026 - Real Estate Rental - Real Estate Rental -Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Marblehead MA 01945 - OBA Start Date: 12/01/2021 2. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Hanscom Investment Services - Inv Rel - At Reported Business Location (s) - Start Date :01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-04 |
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