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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-01-23 |
| IN | RA | APPROVED | 2016-03-30 |
| CT | RA | APPROVED | 2012-08-14 |
Branch Locations
392 West Main St, Avon, CT 06001 • United States
2 High Street, Farmington, CT 06032 • United States
708 Hopmeadow St, Simsbury, CT 06070 • United States
774 North Main Street, West Hartford, CT 06117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webster Investment Services, Inc. | Avon | CT | 10/2008 | 03/2021 |
| Lpl Financial, Llc | Avon | CT | 10/2011 | Present |
1. 6/30/2016: Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) 2. 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-15 |
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