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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-16 |
Branch Locations
181 Main Street, Suite 200, Shrewsbury, MA 01545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2014 | 08/2023 |
| Mcdavitt Wealth Management | Worcester | MA | 01/2014 | Present |
| Lpl Financial Llc | Shrewsbury | MA | 08/2023 | Present |
1)07/03/2023 - MSM Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2023 - 140 Hr/Mth 2)07/03/2023 - McDavitt Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2023 - 160 Hr/Mth 3)07/03/2023 - Bryan McDavitt - Non-Variable Insurance - Term and Whole Life - Inv Rel - At Reported Business Location(s) - Start: 07/2023 - 6 Hr/Mth 4)07/03/2023 - Bryan McDavitt - Non-Variable Insurance - Refer clients to two different insurance agencies - Inv Rel - At Reported Business Location(s) - Start: 07/2023 - 4 Hr/Mth 5)07/03/2023 - Bryan McDavitt - Referrals for P&C - Cuddy Insurance - Long Term Care Referrals - Inv Rel - At Reported Business Location(s) - Start: 07/2023 - 8 Hr/Mth 6)07/03/2023 - CLM Wealth Inc - Business Entity For Tax/Investment Purposes Only - All advisory business is paid to CLM. - Non-Inv Rel - At Reported Business Location(s) - Start: 07/2023 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-07 |
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