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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-08-16
  • MA RA
    APPROVED
    Since 2023-08-16

Branch Locations

181 Main Street, Suite 200, Shrewsbury, MA 01545 • 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
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-17
S63 Uniform Securities Agent State Law Examination 2014-03-07
  • S65 Uniform Investment Adviser Law Examination
    2014-07-17
  • S63 Uniform Securities Agent State Law Examination
    2014-03-07

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