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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2013 | 01/2024 |
| Antaeus Wealth Advisors | Boxborough | MA | 03/2013 | 01/2024 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 03/2013 | 01/2024 |
| Lpl Financial | Newburyport | MA | 01/2024 | Present |
1) 12/2023 - William Elwell / Real Estate Rental / Inv. Related / 01950, MA / Start date 11/01/2022 2) 12/2023 - Willam Elwell / Non-Variable Insurance / Inv. Related / Newburyport MA / Start date 01/01/2024 - 4 Hrs per month - 1% Time Spent 3) 12/2023 - Vino Tourismo / Business Owner / Co-owner / Not Inv. Related / Newburyport MA / Start date 02/01/2023 4) 01/23/2024 - Legacy Point Financial Group - Investment Related - At Reported Business Location(s) - Start Date 01/174/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-01 |
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