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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-16 |
| TX | RA | APPROVED_RES | 2023-08-11 |
Branch Locations
181 Main Street, Suite 200, Shrewsbury, MA 01545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bak Inc | Worcester | MA | 06/1995 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 06/2006 | 08/2023 |
| Mcdavitt Wealth Management | Worcester | MA | 04/2008 | Present |
| Lpl Financial Llc | Shrewsbury | MA | 08/2023 | Present |
1)07/28/2023 - MSM Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2022 - 5 Hr/Mth 2)07/28/2023 - McDavitt Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2006 - 1 Hr/Mth 3)07/28/2023 - Murphy Wealth Management Global - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 018/2023 - 160 Hr/Mth 4)07/28/2023 - Notary - State of MA - Non-Inv Rel - Start: 09/2013 - 1 Hr/Mth 5)07/28/2023 - Aaron Murphy - Referee - Registered USA Hockey Official - Non-Inv Rel - Holden, MA - Start: 09/2022 - 10 Hr/Mth 6)07/28/2023 - Aaron Murphy - Non-Variable Insurance - Term / Whole Life Insurance - Fixed annuities - Inv Rel - At Reported Business Location(s) - Start: 03/2006 - 4 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-20 |
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