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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-06 |
Branch Locations
600 Cordwainer Drive Suite 201, Norwell, MA 02061 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
600 Cordwainer Drive Suite 201, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westwood | MA | 02/2016 | 10/2017 |
| Raymond James Financial Services, Inc. | Boston | MA | 10/2017 | 05/2022 |
| Steward Partners Global Advisory, Llc | Rockland | MA | 10/2017 | 05/2026 |
| Steward Partners Investment Advisory, Llc | Rockland | MA | 10/2017 | 05/2026 |
| Steward Partners Investment Solutions, Llc | Rockland | MA | 05/2022 | 05/2026 |
| Lpl Financial Llc | Norwell | MA | 05/2026 | Present |
1. 05/2026 - NPLG Inc - Business Entity For Tax/Investment Purposes Only - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Norwell, MA, 02061 - OBA Start Date: 05/06/2026 2. 05/2026 - Davis Executive Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/6/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-07 |
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