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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Norwell | MA | 09/2023 | 12/2023 |
| Lpl Financial Llc | Norwell | MA | 12/2023 | Present |
| Legacy Financial Advisors, Inc | Norwell | MA | 12/2023 | Present |
1) 11/2023 - Legacy Financial Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 11/2023 - Massabay Tax Service / Tax Prep/Accounting/CPA / Inv. Related / NORWELL, MA / Start date 12/14/2014 - 3 Hrs per month - 2% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-23 |
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