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160 Gould St Suite 102, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerstein Fisher | New York | NY | 12/2015 | 11/2017 |
| Gfa Securities Llc | New York | NY | 12/2015 | 11/2016 |
| People's Securities, Inc. | Bridgeport | CT | 11/2016 | 11/2017 |
| Shp Wealth Management, Llc | Plymouth | MA | 04/2018 | 07/2018 |
| Unemployed | New York | NY | 11/2017 | 04/2018 |
| Shp Financial, Llc | Plymouth | MA | 04/2018 | 07/2018 |
| Unemployed | Eastham | MA | 07/2018 | 10/2023 |
| Fidelity Investments | Merrimack | NH | 10/2023 | 06/2024 |
| Arcadia Wealth Management, Llc | Andover | MA | 07/2024 | 02/2025 |
| Lpl Financial, Llc | Needham | MA | 03/2025 | Present |
| Goodman Advisory Group, Llc | Needham | MA | 03/2025 | Present |
1)03/05/2025 - GOODMAN ADVISORY GROUP, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 03/03/2025 2)07/01/2025 - Goodman Advisory Group LLC - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start date: 03/05/2025 - 160 Hrs per month 130 hr during trading. I provide administrative support to Goodman Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-30 |
| S66 | Uniform Combined State Law Examination | 2015-07-10 |
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