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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-10-27 |
Branch Locations
200 Lowder Brook Dr Ste 2100, Westwood, MA 02090 • United States
Quincy, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Wellesley | MA | 01/2015 | 09/2016 |
| Quincy College | Quincy | MA | 06/2016 | Present |
| Lpl Financial, Llc | Waltham | MA | 10/2016 | Present |
1) 10/18/2016 - Bay Financial Associates LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 10/15/2016 - 160 hr/mth 2) 10/18/2016 - no business name - Non-Variable Insurance - inv rel - at reported business location(s) - start: 6/1/2013 - 6 hr/mth - selling: Sale and service of traditonal insurance products including: non-variable life, health, disability, LTC and fixed annuities 3) 12/27/2023 - Quincy College- Inv Related - Quincy, MA - Other - Teacher - Started 6/1/2016 - 20 Hrs/Mo; 3 hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-15 |
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