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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-04 |
Branch Locations
123 Bank Street 1St Floor, Waterbury, CT 06702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Association Of Criminal Defense Lawyers | Salt Lake City | UT | 09/2021 | 01/2022 |
| Kohl's | New Milford | CT | 07/2018 | 08/2018 |
| Cliff House Maine | Cape Neddick | ME | 05/2020 | 08/2020 |
| Herritage Farm | Katonah | NY | 06/2019 | 08/2019 |
| Herritage Farm | Katonah | NY | 11/2020 | 01/2021 |
| Cliff House Maine | Cape Neddick | ME | 05/2021 | 06/2021 |
| The Frederick Gunn School | Washington | CT | 02/2001 | 07/2018 |
| Fidelity Investments | Salt Lake City | UT | 01/2022 | 02/2023 |
| St. Lawrence University | Canton | NY | 09/2018 | 04/2021 |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 08/2022 | 02/2023 |
| Massmutual Life Insurance Co | Incline Village | NV | 10/2023 | 12/2023 |
| Mml Investors Services, Llc | Incline Village | NV | 10/2023 | 12/2023 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 01/2022 | 02/2023 |
| Full Community Foundation | Middletown | DE | 04/2023 | 07/2023 |
| Webster Bank | Waterbury | CT | 08/2025 | Present |
| Lpl Financial | Waterbury | CT | 11/2025 | Present |
| Incline Village General Improvement District | Incline Village | NV | 12/2023 | 02/2025 |
| Unemployed | Roxbury | CT | 03/2025 | 07/2025 |
1- 11/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments / Investment Related / 160 hrs mth / 160 hrs during trading / At Reported business location(s) / Start date: 10/27/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-05 |
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