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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-12-09 |
Branch Locations
85 Post Office Park, Ste. 8525, Wilbraham, MA 01095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Planners Of The Palm Beaches | North Palm Beach | FL | 10/2003 | 11/2021 |
| Accardi Financial Group | Wilbraham | MA | 01/1992 | Present |
| First Allied Securities, Inc. | Wilbraham | MA | 05/2008 | 11/2021 |
| First Allied Advisory Services, Inc. | Wilbraham | MA | 05/2008 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2021 |
| Lpl Financial Llc | Wilbraham | MA | 11/2021 | Present |
1)11/2021- Accardi Financial Group, Inc.- DBA for LPL Business (entity for LPL business)- inv. related- Wilbraham, MA 2) 11/2021 -Private Client Service Group- Tax Prep/Accounting/CPA- owner/silent partner- inv. related- South Hadley, MA -start date 1999 -0hrs 3)12/22/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date: 1/1/2022 - 3 Hours Per Month/3 Hours During Securities Trading. 4) 04/24/2023 - Taylor's Point Improvement Association (TPIA) - Not Investment Related - 10 Saltworks Lane, Bourne, MA 02532 - Non-Profit Board Member - Board Member - Start Date 04/10/2023 - 2 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-04-17 |
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