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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-04 |
Branch Locations
40 Tremont St Entrance 10 #59, Duxbury, MA 02332-5316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshfield Country Club | Marshfield | MA | 06/2012 | 03/2020 |
| Unemployed | N/A | MA | 03/2020 | 08/2020 |
| Oyster Harbors Club | Osterville | MA | 08/2020 | 12/2021 |
| Northwestern Mutual | Rockland | MA | 11/2021 | 03/2022 |
| Clientel3 | Boston | MA | 04/2022 | 12/2023 |
| Xg Hanover Llc | Hanover | MA | 12/2023 | Present |
| Lpl Financial | Duxbury | MA | 07/2025 | Present |
1-06/2025 / X-Golf Hanover LLC / Outside/W-2 Employment / Non Investment Related / 160 hrs mnth / 8 hrs during trading / start 12/08/2023 2-12/18/2025-Cornerstone Asset Management LLC-Registered Representative-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 12/03/2025-160hrs/mth-150hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-11 |
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