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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-24 |
Branch Locations
1669 Northampton Street, Holyoke, MA 01040 • United States
14 Bobala Rd, Holyoke, MA 01040 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| MA | RA | APPROVED | 2023-03-13 |
Branch Locations
1669 Northampton Street, Holyoke, MA 01040 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tri Construction Company Inc. | Boston | MA | 08/2016 | 10/2019 |
| Lpl Financial Llc | Holyoke | MA | 05/2022 | Present |
| Paper City Management | Holyoke | MA | 10/2019 | 12/2022 |
| Private Advisor Group, Llc | Morristown | NJ | 02/2023 | Present |
1) 01/31/2023 - Dowd Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 01/31/2023 - PAPER CITY MANAGEMENT LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) 3) 4/3/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - 160 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 4/3/2023 - Private Advisor Group - DBA: FLYNN FINANCIAL PART NERS LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - 160 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 08/02/2023 - Crosstown Development LLC - Not Investment Related - Holyoke, MA - Start Date 07/26/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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