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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-10 |
Branch Locations
220 Broadway, Suite 403, Lynnfield, MA 01940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bfs Investment Group, Ltd. | Lynnfield | MA | 06/2004 | Present |
| Voya Financial Advisors, Inc. | Lynnfield | MA | 02/2016 | 04/2021 |
| Sagepoint Financial, Inc. | Lynnfield | MA | 04/2021 | 09/2023 |
| Osaic Wealth, Inc. | Lynnfield | MA | 09/2023 | 12/2023 |
| Legacy Financial Advisors | Lynnfield | MA | 12/2023 | Present |
| Lpl Financial | Lynnfield | MA | 12/2023 | Present |
1)12/06/2023 - Legacy Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/06/2023 - BFS Investment Group LTD - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-03 |
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