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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-24 |
| CT | RA | APPROVED | 2025-07-08 |
Branch Locations
433 South Main St Ste 120, West Hartford, CT 06110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | South Windsor | CT | 04/2014 | 01/2017 |
| Agraponics, Llc | Worcester | MA | 06/2015 | 06/2018 |
| Uber | San Francisco | CA | 06/2018 | 09/2018 |
| Morgan Stanley | West Hartford | CT | 09/2018 | 07/2025 |
| Clark University | Worcester | MA | 08/2016 | 05/2018 |
| Charles Schwab & Co., Inc. | South Windsor | CT | 01/2017 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 07/2025 |
| Dime Bank | West Hartford | CT | 07/2025 | Present |
| Lpl Finanacial | West Hartford | CT | 07/2025 | Present |
1)07/08/2025 - Northstar Welath Partners - Inv Rel - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 07/30/2025 - Something Better Productions, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv rel - Cromwell, CT - Start date: 08/01/2025 - 5hr/mnth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
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