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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Danvers | MA | 11/2015 | 04/2021 |
| Lpl Financial Llc | Danvers | MA | 04/2021 | Present |
1) 7/2019 - Real Estate Rental - Investment Related - 2% - 270 Switchback Way, Jackson, NH 03846 2) 4/2000 - Non-Variable Insurance - J Mishol Financial Services - Investment Related - 2% - Danvers, MA 01923 3) 1/2009 - DBA for LPL Business (entity for LPL business) - J Mishol Financial Services - 2% - Danvers, MA 01923 4) 10/31/2022 - Turo - Not Investment Related - Home Based - Other-Business Owner - Start Date: 10/01/2022 - 8 Hours Per Month/0 Hours During Securities Trading - Ride sharing, extra vehicle is rented out via App. 5) 01/11/2023 - Bellwether Benefits - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 11/01/2022 - 16 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-23 |
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