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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-27 |
Branch Locations
181 Main Street, Suite 200, Shrewsbury, MA 01545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msm Wealth Management Group | Shrewsbury | MA | 05/2023 | Present |
| Abby Kelley Foster Charter Public School | Worcester | MA | 06/2009 | 08/2023 |
| International Baccalaureate Organization | Worcester | MA | 06/2014 | 06/2018 |
| Town Of Millbury | Millbury | MA | 01/2018 | 03/2020 |
| Lpl Financial Llc | Shrewsbury | MA | 08/2023 | Present |
1) 01/2024 - MSM Wealth Management Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-13 |
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