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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-22 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-27 |
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