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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-06-19 |
| TX | RA | APPROVED_RES | 2023-07-06 |
| MA | RA | APPROVED | 2010-11-17 |
Branch Locations
50 Braintree Hill Ofc Prk #205, Braintree, MA 02184 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leveroni Financial Management | Braintree | MA | 05/2009 | Present |
| Lpl Financial Llc | Braintree | MA | 12/2009 | Present |
(1) 12/22/2010: LEVERONI FINANCIAL MGT. CORP. - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 02/26/2013: NO BUSINESS NAME - NOT INV REL - AT REPORTED BUSINESS LOCATION(S) - NOTARY - 1% OF TIME SPENT - PROVIDE NOTARY SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-15 |
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