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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-12 |
Branch Locations
196 Pleasant St. Suite 202, Northampton, MA 01060 • United States
196 Pleasant St Ste 202, Northampton, MA 01060 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Northampton | MA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Northampton | MA | 03/2020 | 01/2025 |
| Lpl Financial | Northampton | MA | 01/2025 | Present |
1)12/24/2024 - Meadow City Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/24/2024 - Harmonic Rock LLC - Owner of Real Estate Rental - Northampton, MA o- Start: 11/2013 3)12/24/2024 - Notch 8, Inc - Business Owner - Steak and seafood restaurant and Banquet facility - Non-Inv Rel - Northampton, MA - Stat: 11/213
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-10 |
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