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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-02 |
| MA | RA | APPROVED | 2009-09-08 |
Branch Locations
50 Braintree Hill Ofc Prk #205, Braintree, MA 02184 • United States
Milton, MA • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Braintree | MA | 09/2009 | Present |
1. 04/01/2014 - Daniel W. Leveroni Family Irr. Trust - Inv Rel - Act in a Fiduciary Capacity - Timothy A. Leveroni, Son - 0 Hrs/Mth - 0 Hrs During Trading. 2. 04/01/2014 -Daniel W. Leveroni Family Irr. Trust - Inv Rel - Act in a Fiduciary Capacity -Jacqueline E. Noyes, Daughter - 0 Hrs/Mth - 0 Hrs During Trading - 1% TIME SPENT. 3) 07/21/2025 - Leveroni Financial Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/16/1985 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-24 |
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