Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-03
  • MA RA
    APPROVED
    Since 2024-07-03

Branch Locations

1 Garfield Circle Unit 2, Burlington, MA 01803 • 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
Lpl Financial Llc Burlington MA 06/2022 Present
Bay State Pest Control Wakefield MA 05/2019 06/2022
Private Nanny Arlington MA 04/2016 05/2019
  • 06/2022 → Present
    Burlington, MA
  • 05/2019 → 06/2022
    Bay State Pest Control
    Wakefield, MA
  • 04/2016 → 05/2019
    Private Nanny
    Arlington, MA
Other Businesses

1) 03/2024 - SMB Financial Strategies, LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-24
  • S66 Uniform Combined State Law Examination
    2024-06-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Burlington, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor