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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-07-09 |
Branch Locations
120 Hebron Ave Ste 2C, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2013 | 07/2018 |
| Lpl Financial, Llc | Glastonbury | CT | 07/2018 | Present |
1. 09/02/2025 - Allegra Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported business location(s) - Start date: 08/28/2025 - 40hrs/mnth 35 hrs During trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-21 |
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