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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
900 Main Street South Ste 200, Southbury, CT 06488 • United States
900 Main St South Ste 200, Southbury, CT 06488 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Southbury | CT | 10/2022 | 05/2026 |
| Connecticut Test Borings | Seymour | CT | 05/2016 | 08/2017 |
| Newtown Savings Bank | Newtown | CT | 05/2018 | 08/2018 |
| Newtown Savings Bank | Newtown | CT | 05/2019 | 08/2019 |
| Real Intelligence 360 | Fairfield | CT | 01/2020 | 05/2020 |
| Newtown Savings Bank | Newtown | CT | 06/2020 | 10/2021 |
| Newtown Savings Bank | Newtown | CT | 10/2021 | 05/2022 |
| Sacred Heart University | Fairfield | CT | 08/2016 | 05/2020 |
| Sacred Heart University | Fairfield | CT | 08/2020 | 05/2022 |
| Seeking Employment | Oxford | CT | 05/2022 | 10/2022 |
| Kestra Advisory Services, Llc | Southbury | CT | 12/2025 | 05/2026 |
| Lpl Financial | Southbury | CT | 05/2026 | Present |
1. 05/2026 - Notary Public - Notary - Inv Related - 2 Hour(s)/Month - 2 Hour(s) During Trading - Oxford, CT, 06478 - OBA Start Date: 01/11/2022 2. 05/2026 - Tru Compass Advisors - 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: 5/8/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-06 |
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