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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
Branch Locations
149 13Th St., Charlestown, MA 02138 • United States
104 Mount Auburn Street, Cambridge, MA 02138 • United States
399 Revolution Dr Rm 3E30, Somerville, MA 02145-1484 • United States
55 Fruit St, Boston, MA 02114-2621 • United States
435 Brookline Ave., Boston, MA 02138 • United States
1614 Tremont Street, Boston, MA 02120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mka Executive Planners | Woburn | MA | 07/2014 | 08/2018 |
| Advisory Group Equity Services Ltd | Woburn | MA | 07/2014 | 09/2018 |
| Tiaa | Newton | MA | 08/2018 | 08/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Newton | MA | 08/2018 | 08/2024 |
| Unemployed | Peabody | MA | 09/2024 | 03/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2025 | 05/2025 |
| Lpl Financial Llc | Cambridge | MA | 05/2025 | Present |
| Harvard Federal Credit Union | Cambridge | MA | 05/2025 | Present |
1)6/3/2025- Harvard FCU Investment Services - DBA for LPL Business (entity for LPL business) - INV. RELATED- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-02 |
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