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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-01 |
Branch Locations
257 Turnpike Rd Suite 300, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America N.A. | Ashland | MA | 11/2021 | 07/2024 |
| Unemployed | Franklin | MA | 08/2024 | 02/2025 |
| H&R Block | Franklin | MA | 01/2021 | 04/2023 |
| Unemployed | Franklin | MA | 02/2015 | 01/2021 |
| Lpl Enterprise Llc | Marlborough | MA | 02/2025 | Present |
1. 02/13/2025 - Ecolibria International - Non-Profit Board Member - NOT INV REL - Franklin, MA., 02038 - Start Date 10/19/2020 - 10 HRS/MO 2. 02/13/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Franklin, MA., 02038 - Start Date 02/13/2025 - 160 HRS/MO 3. 02/13/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Franklin, MA., 02038 - Start Date 02/13/2025 - 160 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-27 |
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