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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
Branch Locations
232 N Main Street #1891, East Longmeadow, MA 01028 • United States
2002 Boston Road, Wilbraham, MA 01095 • United States
46 Main Street, Chicopee, MA 01020 • United States
1 Parkside Avenue, Westfield, MA 01085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | W Springfield | MA | 11/2015 | 03/2017 |
| Westfield Bank (Formerly: Chicopee Savings Bank) | W Springfield | MA | 11/2015 | 03/2017 |
| Cuso Financial Services, L.P. | San Diego | CA | 05/2017 | 05/2025 |
| Polish National Credit Union | Wilbraham | MA | 04/2017 | Present |
| Lpl Financial Llc | East Longmeadow | MA | 05/2025 | Present |
1- 06/24/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name PNCU Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/02/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-28 |
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