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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jon-Son Financial | Winchester | MA | 09/1999 | Present |
| Lincoln Investment | Winchester | MA | 08/2010 | 05/2025 |
| Lpl Financial Llc | Belmont | MA | 05/2025 | Present |
1)03/26/2025 - Jon-Son Financial and Insurance - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)03/26/2025 - Jon-Son Financial and Insurance - Insurance Agency - Inv Rel - At Reported Business Location(s) - Start: 01/2000 - 40 Hr/Mth 3)03/26/2025 - Jon-Son Tax Preparation - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 01/2000 - 160 Hr/Mth 4)03/26/2025 - JON-SON ASSOCIATES - Tax Prep/Accounting/CPA - Owner - Inv Rel - At Reported Business Location(s) - Start: 12/2004 - 80 Hr/Mth 5)03/26/2025 - Real Estate Rental - Owner - Inv Rel - Brewster, MA - Start: 08/2014 - 12 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-02 |
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