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Mary Elizabeth Fahey

LPl Financial LLC

Woburn, MA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-07-22
TX RA APPROVED 2021-07-21
  • MA RA
    APPROVED
    Since 2021-07-22
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

10 Cedar St Ste 11, Woburn, MA 01801 • 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
OrganizationCityStateFromTo
Waddell & Reed, Inc. Woburn MA 07/2010 07/2021
Various Insurance Carriers For W & R Insurance Agencies Hudson MA 07/2010 07/2021
Richard F Sawyer M.D Lawrence MA 08/2012 12/2016
Bni Merrimack Valley Andover MA 10/2013 12/2016
Sheryl Wein Woburn MA 01/2015 07/2021
The Wein Group Woburn MA 01/2015 11/2020
South Church Andover MA 09/2017 11/2020
Us Census Bureau Lawrence MA 07/2020 09/2020
Lpl Financial Llc Woburn MA 07/2021 Present
  • 07/2010 → 07/2021
    Waddell & Reed, Inc.
    Woburn, MA
  • 07/2010 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Hudson, MA
  • 08/2012 → 12/2016
    Richard F Sawyer M.D
    Lawrence, MA
  • 10/2013 → 12/2016
    Bni Merrimack Valley
    Andover, MA
  • 01/2015 → 07/2021
    Sheryl Wein
    Woburn, MA
  • 01/2015 → 11/2020
    The Wein Group
    Woburn, MA
  • 09/2017 → 11/2020
    South Church
    Andover, MA
  • 07/2020 → 09/2020
    Us Census Bureau
    Lawrence, MA
  • 07/2021 → Present
    Woburn, MA
Previous Registrations
  • 2014-06-27 → 2021-07-21
    Waddell & Reed
    Dover, MA
    Waltham, MA
    Hamden, CT
    Woburn, MA
  • 2006-07-03 → 2010-08-04
    North Andover, MA
    Andover, MA
  • 2006-09-27 → 2007-12-31
    Massachusetts Wealth Management, Inc
    Andover, MA
    Andover, MA
Other Businesses

1. 10/2018/MARY FAHEY/Act in a Fiduciary Capacity/Investment Related/Hudson, MA/3 HRS/MO 2. 7/2020/MARY FAHEY/Act in a Fiduciary Capacity/Investment Related/Hudson, MA/0 HRS/MO 3. 8/2004/Mary Beth Fahey Consulting/Business Entity For Tax/Investment Purposes Only/Investment Related/Hudson, MA/0 HRS/MO 4. 10/2018/MARY FAHEY/Act in a Fiduciary Capacity/Investment Related/Hudson, MA/3 HRS/MO 5. 6/2018/MARY FAHEY/Boston Light Financial/DBA for LPL Business (entity for LPL business)/Investment Related/Woburn, MA/ 0 HRS/MO 6. 7/2010/MARY FAHEY/Non-Variable Insurance/Investment Related/Woburn, MA/0 HRS/MO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-27
  • S66 Uniform Combined State Law Examination
    2006-06-27
Other Names
  • Mary Elizabeth O'NEil
  • Mary Beth Fahey

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