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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acton-Boxborough Regional High School | Acton | MA | 08/2015 | 05/2020 |
| Nashoba Valley Ski Area | Westford | MA | 11/2016 | 03/2018 |
| Camp Avoda | Middleboro | MA | 06/2019 | 08/2019 |
| Unemployed | Acton | MA | 06/2020 | 08/2020 |
| University Of Vermont | Burlington | VT | 09/2020 | 05/2024 |
| Concord Country Club | Concord | MA | 05/2021 | 07/2021 |
| Camp Avoda | Middleboro | MA | 07/2021 | 08/2021 |
| Aflac | Auburn | MA | 05/2022 | 08/2022 |
| Dick's Sporting Goods | Williston | VT | 09/2022 | 12/2022 |
| Baystate Financial | Colchester | VT | 01/2023 | 05/2023 |
| Vermont Mutual Insurance Company | Montpelier | VT | 05/2023 | 08/2023 |
| The Edge Vt | Essex | VT | 09/2023 | 05/2024 |
| Unemployed | Acton | MA | 05/2024 | 10/2024 |
| Boston Light Financial | Woburn | MA | 10/2024 | 03/2026 |
| Lpl Financial | Woburn | MA | 10/2024 | 08/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 08/2026 | Present |
| Boston Light Financial | Woburn | MA | 03/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-03 |
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