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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Boston | MA | 03/2021 | 09/2023 |
| First Republic Securities Company, Llc | Boston | MA | 03/2021 | 09/2023 |
| Jp Morgan Chase | Boston | MA | 10/2020 | 03/2021 |
| Aston Carter (Temporary-To-Hire At Jp Morgan Chase) | Boston | MA | 03/2020 | 10/2020 |
| Federated Hermes | Boston | MA | 06/2019 | 03/2020 |
| University Of Massachusetts Boston | Boston | MA | 09/2018 | 05/2019 |
| Stoneham Motor Co., Inc. | Stoneham | MA | 05/2017 | 08/2018 |
| State Street Corporation | Boston | MA | 12/2015 | 05/2017 |
| Rbc Capital Markets, Llc | Wellesley | MA | 09/2023 | 03/2026 |
| Lpl Financial Llc | Lexington | MA | 03/2026 | Present |
1. 03/2026 - Horizon Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 03/31/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
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