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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-05-08 |
Branch Locations
210 Broadway, Suite 102, Lynnfield, MA 01940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Lynnfield | MA | 12/1994 | Present |
1. 12/12/1994 - DBA ONLY - GIANNATTASIO & ASSOCIATES - LYNNFIELD, MA. 2. 5/21/2002 - NON-VARIABLE INSURANCE DBA - BENEFIT PARTNERS - LYNNFIELD, MA. 3. 9/8/2006 - NON-VARIABLE INSURANCE DBA - MAG-ASSOCIATES.COM - INDEPENDENT INSURANCE BROKER. SALES AND SERVICE OF LIFE, ACCIDENT & HEALTH INSURANCE. THIS DBA IS MY DOMAIN NAME WHICH I ONLY USE FOR EMAIL. I DO NOT HAVE A WEBSITE. - 85% TIME SPENT - LYNNFIELD, MA. 4. 12/22/2010 - NON-VARIABLE INSURANCE DBA - MICHAEL A GIANNATTASIO & ASSOCIATES - NON VARIABLE INSURANCE SALES THAT INCLUDE SPLIT COMMISSIONS WITH NON-LPL INSURANCE AGENTS LAWRENCE H RAGONE AND JOHN A OLSON - TIME SPENT 90% - LYNNFIELD, MA 5. 12/16/2020 - No Business Name - Investment Related - 210 Broadway, Suite 102, Lynnfield, MA 01940 - Real Estate Rental - Started 02/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Own office condominium.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-06 |
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