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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-14 |
| MA | RA | APPROVED | 2021-12-09 |
Branch Locations
85 Post Office Park, Ste. 8525, Wilbraham, MA 01095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weymouth Club | Weymouth | MA | 09/2011 | 11/2021 |
| Accardi Financial Group, Inc. | Wilbraham | MA | 01/2013 | Present |
| First Allied Securities, Inc. | San Diego | CA | 01/2013 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2021 |
| Lpl Financial Llc | Wilbraham | MA | 11/2021 | Present |
1) 11/2021- Accardi Financial Group, Inc.- DBA for LPL Business (entity for LPL business)- inv. related- Wilbraham, MA- start date 2013 2) 11/2021- Damon Accardi - Non-Variable Insurance- Agent- inv. related- Wilbraham, MA- start date 2017 3) 01/11/2024 - Accardi Financial Group, LLC - Inv related - At reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/31/2023 - 140 Hrs/Mo; 8 hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-03 |
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