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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagship Harbor Advisors, Llc | Hingham | MA | 10/2013 | 05/2019 |
| Lpl Financial, Llc | Hingham | MA | 10/2013 | 05/2019 |
| Securities America, Inc. | Hingham | MA | 05/2019 | 06/2024 |
| Securities America Advisors, Inc. | Hingham | MA | 05/2019 | 06/2024 |
| Osaic Wealth, Inc. | Hingham | MA | 06/2024 | 11/2024 |
| Osaic Wealth, Inc. | Hingham | MA | 06/2024 | 11/2024 |
| Lpl Financial | Hingham | MA | 11/2024 | Present |
1- 10/2024 / Bay Pointe Wealth Management / Non-Variable Insurance / Investment Related / 3 hrs mth / 1 hr during trading / Hingham MA / Start date: 10/01/2007 2- 10/2024 / Bay Pointe Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-03 |
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