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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-02 |
| RI | RA | APPROVED | 2025-08-21 |
Branch Locations
262 County Road, Barrington, RI 02806 • United States
50 Kennedy Plaza, Suite 100., Providence, RI 02903 • United States
265 Newport Ave., Pawtucket, RI 02861 • United States
1215 Park Ave, Cranston, RI 02910 • United States
27 Park Street, Attleboro, MA 02703 • United States
741 Willett Avenue, Riverside, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Franklin | MA | 04/2016 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | MA | 04/2016 | 07/2025 |
| Lpl Financial | Atteboro | MA | 08/2025 | Present |
| Webster Bank | Atteboro | MA | 08/2025 | Present |
1. 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location (s) - Start Date: 08/18/2025. 2. 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-07 |
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