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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-05-06 |
Branch Locations
600 Cordwainer Drive Suite 201, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | 10/2017 |
| Raymond James Financial Services, Inc. | Boston | MA | 10/2017 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Rockland | MA | 02/2018 | 05/2026 |
| Steward Partners Global Advisory, Llc | Rockland | MA | 10/2017 | 05/2026 |
| Steward Partners Investment Solutions, Llc | Rockland | MA | 05/2022 | 05/2026 |
| Lpl Financial Llc | Norwell | MA | 05/2026 | Present |
1. 5/2026 - Davis Executive Wealth - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/6/2026 2. 5/2026 - LUPO GRIGIO INC. - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/6/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-05 |
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