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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-08-17 |
Branch Locations
3969 Main St, Bridgeport, CT 06606 • United States
58 Boston Ave, Bridgeport, CT 06610 • United States
95 Main St, New Canaan, CT 06840 • United States
12 Franklin Street, Seymour, CT 06483 • United States
898 Bridgeport Ave, Shelton, CT 06484 • United States
371 Post Road East, Westport, CT 06880 • United States
500 Shelton Avenue, Shelton, CT 06484 • United States
850 Main Street, Bridgeport, CT 06604 • United States
361 Post Road West, Westport, CT 06880 • United States
11 Belden Avenue, Norwalk, CT 06850 • United States
72 Edgerton Street, Darien, CT 06820 • United States
Westport, CT • United States
25 Old Kings Highway North, Darien, CT 06820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titus Rockefellr, Llc | Westport | CT | 01/2014 | 12/2018 |
| People's Securities, Inc. | Bridgeport | CT | 12/2018 | 08/2022 |
| Lpl Financial Llc | Bridgeport | CT | 08/2022 | Present |
1. 08/18/2022 - Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor - Start Date - 08/18/2022 - 160 Hours Per Month/150 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-19 |
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