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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Cranston | RI | 05/2016 | 07/2018 |
| Santander Bank, N.A. | Boston | MA | 08/2018 | 02/2019 |
| Green Softwash Solutions Llc | Johnston | RI | 04/2019 | Present |
| Citizens Securities, Inc. | Johnston | RI | 10/2023 | 06/2024 |
| J.P. Morgan Securities Llc | East Providence | RI | 10/2024 | 02/2025 |
| Jpmorgan Chase Bank, N.A. | East Providence | RI | 10/2024 | 02/2025 |
| Lpl Financial | Portsmouth | RI | 10/2025 | Present |
| Bank Newport | Portsmouth | RI | 10/2025 | Present |
1) 10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name OCEAN POINT INVESTMENTS Inv Related / At reported business location (s) 2) 10/2025 - Green Softwash Solutions LLC / Outside/W-2 Employment / Non Inv Related / Johnston RI 02919 / Start date 04/01/2019 - 10 hrs per month - 10 % time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-05 |
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