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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-10 |
| CT | RA | APPROVED | 2026-06-09 |
Branch Locations
200 Glastonbury Blvd Ste 102, Glastonbury, CT 06033 • United States
200 Glastonbury Blvd 1St Fl, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2015-07-14 |
Branch Locations
200 Glastonbury Blvd 1St Fl, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Glastonbury | CT | 06/2026 | Present |
| Buell Securities Corp | 200 Glastonbury Blvd | CT | 03/2015 | Present |
1.06/09/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Buell Wealth Management; Investment Related; at Reported Business Location(s); Start Date 03/06/2015; 160hrs/mth; 160hrs during trading 2.08/03/2026; (Hybrid) Buell Investment Advisors; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 03/06/2015; 160hrs/mth; 160hrs during trading; I temporarily provide limited services through Buell Investment Advisors , an independent investment advisor firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity in 03/2015, and expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-11 |
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