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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-12 |
| FL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2015-06-29 |
| MA | RA | APPROVED | 2006-04-04 |
Branch Locations
133 West Main Street, Marlborough, MA 01752 • United States
1 Northboro Road, Marlborough, MA 01752 • United States
133 W Main St Ste 201, Marlborough, MA 01752-3821 • United States
133 South Bolton St, Marlborough, MA 01752 • United States
439 Main St, Hudson, MA 01749 • United States
100 West Main St, Northborough, MA 01532 • United States
7527 Colshire Drive, Mclean, VA 22102 • United States
228 East Main St, Sudlersville, MD 21668 • United States
600 Washington St, Chestertown, MD 21620 • United States
21337 Rock Hall Ave, Rock Hall, MD 21661 • United States
31905 River Rd, Millington, MD 21651 • United States
204 N. Washington St., Easton, MD 21635 • United States
96 Turnpike Road, Westborough, MA 01581 • United States
100 Spring Ave, Chestertown, MD 21620 • United States
Marlborough, MA • 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.) | Marlborough | MA | 04/1991 | Present |
1. 10/12/1995 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - OUTSIDE INSURANCE. 2. 1/17/2003 - DELANO FINANCIAL MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 1/25/2005 - ST. MARYS RETIREMENT AND INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 1/19/2006 - Delano Financial Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5%. 5. 04/10/2007 - St. Mary's Credit Union - Not Investment Related - Non-Profit Board Member - Time Spent 1% 6. 1/14/2009 - Hanscom Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2019 - 40 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-05 |
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