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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-10 |
| MA | RA | APPROVED | 2018-02-14 |
Branch Locations
350 Park St Ste 107, North Reading, MA 01864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | North Reading | MA | 08/2014 | Present |
| Lpl Financial Llc | North Reading | MA | 02/2018 | Present |
1. 12/8/2022 - 107 Park South LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 11/03/2022 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-30 |
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