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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
865 Turnpike Street North, Andover, MA 01845 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
865 Turnpike Street, North Andover, MA 01845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Funds, Llc | Boston | MA | 03/2010 | 10/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2020 | 08/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2019 | 01/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | 08/2025 |
| Lpl Financial Llc | North Andover | MA | 08/2025 | Present |
1. 07/2025 - Jason Sechrist - Non-Variable Insurance - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Andover, MA 01845 - OBA Start Date: 11/01/2019 2. 07/2025 - Sechrist Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 140 Hrs/Mth - 6.5 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/14/2025 3. 07/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Lincoln, NH 03251 - OBA Start Date: 09/01/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-08 |
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