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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-29
TX RA APPROVED 2025-05-21
  • MA RA
    APPROVED
    Since 2025-05-29
  • TX RA
    APPROVED
    Since 2025-05-21

Branch Locations

1538 Turnpike St, Stoughton, MA 02072 • United States

283 Columbia Rd, Hanover, MA 02339 • United States

225 Bedford Street, East Bridgewater, MA 02333 • United States

1010 Washington St, Braintree, MA 02184 • United States

1530 Main Street, Weymouth, MA 02190 • United States

699 Hancock Street, Wollaston, MA 02170 • United States

383 Bridge Street, Weymouth, MA 02191 • United States

1280 Belmont Street, Brockton, MA 02303 • United States

650 Middle Street, Weymouth, MA 02189 • United States

99 South Street, Hingham, MA 02043 • United States

370 Quincy Ave, Quincy, MA 02169 • United States

400 Washington St, Norwell, MA 02061 • United States

295 Washington St, Weymouth, MA 02188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
South Shore Bank (Formerly Braintree Cooperative Bank) Braintree MA 05/2011 Present
Lpl Financial Llc Braintree MA 05/2011 01/2018
Infinex Investments, Inc. Meriden CT 01/2018 05/2025
Lpl Financial Weymouth MA 05/2025 Present
  • 05/2011 → Present
    South Shore Bank (Formerly Braintree Cooperative Bank)
    Braintree, MA
  • 05/2011 → 01/2018
    Braintree, MA
  • 01/2018 → 05/2025
    Infinex Investments, Inc.
    Meriden, CT
  • 05/2025 → Present
    Lpl Financial
    Weymouth, MA
Previous Registrations
Other Businesses

1. Start Date: 5/21/2025 - Investment Center at South Shore Bank - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading - time Spent: 0 2 . Start Date: 09/01/2021 - USA Hockey Referee - Coach/Sports/Fitness 0 - Not Investment Related - Marshfield, MA 02050 - 20 Hrs/Mth - 0 Hrs During Trading - time Spent: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-19
S63 Uniform Securities Agent State Law Examination 1997-02-06
  • S66 Uniform Combined State Law Examination
    2011-05-19
  • S63 Uniform Securities Agent State Law Examination
    1997-02-06
Designations

View on SEC IAPD

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