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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-05-03 |
Branch Locations
319 Auburn St, Auburndale, MA 02466 • United States
1369 Washington Street., West Newton, MA 02465 • United States
Watertown, MA • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc | Burlington | MA | 02/2015 | 04/2017 |
| Lpl Financial, Llc | Auburndale | MA | 04/2017 | Present |
1) 04/26/2017 - Village Financial Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2). 04/17/2019 - Village Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:04/01/2019 - 200 hrs/mo - 7 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-29 |
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