Katrina Mann Graves

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-04
MA	RA	APPROVED	2022-06-16

TX RA
APPROVED

Since 2024-01-04
MA RA
APPROVED

Since 2022-06-16

Branch Locations

33 Bedford St Suite 9, Lexington, MA 02420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Woburn	MA	02/2022	Present
Ocean Spray Cranberries, Inc.	Lakeville	MA	04/2012	01/2022
Budget Buddies, Inc.	Boston	MA	01/2019	06/2019

02/2022 → Present

Lpl Financial Llc

Woburn, MA
04/2012 → 01/2022

Ocean Spray Cranberries, Inc.

Lakeville, MA
01/2019 → 06/2019

Budget Buddies, Inc.

Boston, MA

Other Businesses

1) 03/16/2022 - HORIZON WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 10/17/2022 - www.brownbagtraveler.com - Not Investment Related - Home Based - Other - Travel blog - Start Date - 10/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-27

S66 Uniform Combined State Law Examination

2022-05-27

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews