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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| MA | RA | APPROVED | 2021-03-11 |
Branch Locations
279 Dalton Ave., Suite A, Pittsfield, MA 01201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Electronic Entertainment Solutions | Pittsfield | MA | 01/2010 | 03/2021 |
| United Planners Financial Services | Scottsdale | AZ | 04/2016 | 07/2018 |
| Bfair, Berkshire Families And Individual Resources | North Adams | MA | 09/2014 | 03/2021 |
| Alex Kastrinakis Financial Services | Pittsfield | MA | 06/2014 | Present |
| Town Of Hancock | Hancock | MA | 05/2015 | 05/2018 |
| Berkshire Families And Individual Resources | North Adams | MA | 09/2015 | 02/2023 |
| Hancock School Committee | Hancock | MA | 06/2016 | Present |
| Guardian Life Insurance Company | Pittsfield | MA | 08/2018 | 11/2020 |
| Park Avenue Securities | Pittsfield | MA | 08/2018 | 11/2020 |
| Lpl Financial Llc | Hancock | MA | 03/2021 | Present |
1. 3/4/2021 - Alex Kastrinakis Financial Services - Investment Related - At Reported Business Location(s) & Home Based - Non-Variable Insurance - Start Date: 6/1/2014 - 4 Hours Per Month - Time Spent: 1% - Selling health and life insurance, disability and LTC. 2. 09/23/2022 - Shire Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading' 3) 11/29/2022 - Shire - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/14/2022 - 160 Hrs/Mth - 6 Hrs During Trading. 4. 02/25/2025- Alex J Kastrinakis- Other - Notary- Not INV Related-At Reported Business Location(s)- Start date 02/12/2025- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-16 |
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