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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Westport | CT | 06/2026 | Present |
| Webster Investments | Westport | CT | 06/2026 | Present |
| Citizens Securities, Inc | Middletown | CT | 07/2016 | 10/2019 |
| Key Investment Services Llc | Plymouth Meeting | PA | 12/2019 | 10/2020 |
| Citigroup Global Markets Inc. | New York | NY | 09/2022 | 06/2026 |
| N/A | Fairfield | CT | 10/2020 | 07/2022 |
1: 06/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-06 |
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