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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-17 |
| CT | RA | APPROVED | 2025-07-10 |
Branch Locations
1 Monarch Pl Ste 810 Suite 810, Springfield, MA 01144 • United States
265 Main Street, Wethersfield, CT 06109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T3 Trading Group, Llc | Boston | MA | 03/2022 | 08/2022 |
| J Anthony | Oxford | MA | 08/2015 | 05/2018 |
| Invyself | Boston | MA | 03/2018 | 02/2023 |
| Mml Investors Services, Llc | Boston | MA | 01/2024 | 07/2024 |
| Massmutual Life Insurance Co | Boston | MA | 01/2024 | 07/2024 |
| Student | Boston | MA | 03/2023 | 11/2023 |
| Cadaret, Grant & Co., Inc. | Springfield | MA | 07/2024 | 07/2025 |
| Lpl Financial Llc | Springfield | MA | 07/2025 | Present |
1 - 07/2025 - Grenier Financial Advisors - Non-Variable Insurance - Inv Related - 160 Hours/Month - 160 Hours During Trading - Springfield, MA - OBA Start Date: 07/10/2024. 2 - 07/2025 - Grenier Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 3 - 07/2025 - BGY Enterprises - Author - Not Inv Related - 10 Hours/Month - Jewett City, CT - OBA Start Date: 11/14/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-18 |
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