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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Watertown | MA | 01/2022 | Present |
| Jp Marvel Wealth Management | Boston | MA | 01/2020 | 12/2021 |
| Jp Marvel Wealth Management | Boston | MA | 01/2018 | 12/2019 |
| Suffolk University | Boston | MA | 09/2016 | 05/2020 |
| John A. Ryan Skating Arena | Watertown | MA | 08/2014 | 04/2018 |
1)3/2022- Nohelty Asset Management- DBA for LPL Business (entity for LPL business)- inv. related- Watertown, MA 2) 01/29/2025- Coldwell Banker Realty Belmont- Mortgage/Real Estate Services- Not INV Related- At Belmont, MA - Start date 01/27/2025- 5 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-21 |
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