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Kevin Edmund Yurch

LPl Financial LLC

Woburn, MA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-07-22
TX RA APPROVED 2021-07-21
  • MA RA
    APPROVED
    Since 2021-07-22
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

10 Cedar St Ste 11, Woburn, MA 01801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sovereign Bank Boston MA 09/2012 09/2016
Santander Securities, Llc Boston MA 01/2013 09/2016
Citizens Securities, Inc. Boston MA 09/2016 05/2020
Waddell & Reed, Inc. Woburn MA 05/2020 07/2021
Various Insurance Carriers For W&R Insurance Agencies Boston MA 05/2020 07/2021
Sheryl Wein Woburn MA 05/2020 07/2021
Boston Light Financial Inc. Bedford MA 05/2020 07/2021
Lpl Financial Llc Woburn MA 07/2021 Present
  • 09/2012 → 09/2016
    Sovereign Bank
    Boston, MA
  • 01/2013 → 09/2016
    Santander Securities, Llc
    Boston, MA
  • 09/2016 → 05/2020
    Boston, MA
  • 05/2020 → 07/2021
    Waddell & Reed, Inc.
    Woburn, MA
  • 05/2020 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Boston, MA
  • 05/2020 → 07/2021
    Sheryl Wein
    Woburn, MA
  • 05/2020 → 07/2021
    Boston Light Financial Inc.
    Bedford, MA
  • 07/2021 → Present
    Woburn, MA
Previous Registrations
  • 2020-05-15 → 2021-07-21
    Waddell & Reed
    Woburn, MA
    Hamden, CT
    Dover, MA
  • 2017-01-19 → 2020-05-18
    South Boston, MA
    Boston, MA
    Boston, MA
    Braintree, MA
    Boston, MA
    Cambridge, MA
    Cambridge, MA
    Boston, MA
    Pembroke, MA
    Kingston, MA
    Cambridge, MA
    Revere, MA
    Whitman, MA
    Medford, MA
    Cambridge, MA
    Burlington, MA
    Woburn, MA
    Revere, MA
Other Businesses

1) 05/18/2020 - Boston Light Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 160HR/MO / 10 Cedar Street, Suite 11, Woburn, MA 01801 2) 02/27/2024 - Associates of Clifton Park - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/12/2024 - 5 Hours Per Month/ During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-18
S63 Uniform Securities Agent State Law Examination 2012-01-24
  • S65 Uniform Investment Adviser Law Examination
    2017-01-18
  • S63 Uniform Securities Agent State Law Examination
    2012-01-24

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