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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-06 |
| CT | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| MA | RA | APPROVED | 2025-03-06 |
| NH | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Worcester | MA | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Worcester | MA | 03/2017 | 07/2017 |
| The Investment Center Inc | Webster | MA | 07/2017 | 03/2025 |
| Ic Advisory Services Inc | Webster | MA | 07/2017 | 03/2025 |
| Lpl Financial Llc | Webster | MA | 03/2025 | Present |
1. 03/06/2025- Notary- INV Related- At Reported Business Location(s)- Start date 08/01/1985- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-01 |
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