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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-08 |
Branch Locations
85 Mason St, Greenwich, CT 06830 • United States
1101 Boston Post Rd, Darien, CT 06820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greenwich | CT | 06/2026 | Present |
| Webster Investments | Greenwich | CT | 06/2026 | Present |
| Ubs Financial Services | Weehawken | NJ | 02/2014 | 09/2024 |
| American Global Wealth Management | Mcdonough | GA | 10/2024 | 08/2025 |
| Global Investment Advisory | Mcdonough | GA | 10/2024 | 08/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 08/2025 | 06/2026 |
| Ives Bank | Norwalk | CT | 08/2025 | 06/2026 |
1: 06/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-09 |
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