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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Danvers | MA | 08/2008 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Wakefield | MA | 07/2016 | 08/2022 |
| Mml Investors Services, Llc | Wakefield | MA | 03/2017 | 08/2022 |
| Pruco Securities, Llc | Wakefield | MA | 08/2022 | 11/2024 |
| The Prudential Insurance Company Of America | Wakefield | MA | 08/2022 | Present |
| Lpl Enterprise, Llc | Wakefield | MA | 11/2024 | Present |
1) 11/12/2024- Lexington Youth Lacrosse- Non-Profit Board Member- Help in the process of growing Lexington lacrosse- Not INV Related- At Wakefield, MA- Start date 01/01/2020- 5 HRS MTH- 0 HRS During Trading 2)11/12/2024- Lexington Lions Club-Non-Profit Board Member-I listen to and discuss any activities the lions club participates in- Not INV Related- At Wakefield, MA- Start date 09/03/2019- 5 HRS MTH- 0 HRS During Trading 3) 11/12/2024- colby crogan- Real Estate Rental- I own and rent out and rent apartment that is on my property in Lexington- inv. related- at Lexington, MA- start date 01/01/2016- 5hrs/mnth-0hrs during trading 4) 01/13/2025- Crogan Financial Group- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 12/18/2024- 160hrs/mnth-130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-21 |
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