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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-02 |
Branch Locations
200 Charlton Road, Ste B, Sturbridge, MA 01566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Bank | Southbridge | MA | 09/2021 | 12/2021 |
| Capstone Planning Group | Sturbridge | MA | 01/2022 | 08/2022 |
| Assumption University | Worcester | MA | 08/2017 | 07/2021 |
| Westford Academy | Westford | MA | 05/2012 | 05/2017 |
| Lpl Financial, Llc | Sturbridge | MA | 01/2022 | Present |
1. 01/17/2023 - The Capstone Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 01/10/2022 - 180 Hours Per Month/180 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
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