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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-02-14 |
Branch Locations
14 Bobala Rd, Holyoke, MA 01040 • United States
South Hadley, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 06/2006 | 02/2018 |
| Lpl Financial Llc | Holyoke | MA | 02/2018 | Present |
1. 02/14/2018 - DOWD FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - Insurance Agency - AGENT - Start Date 2/1/2013 - 120 Hours Per Month/120 Hours During Securities Trading - EMPLOYEE BENEFITS, INDIVIDUAL PRODUCTS. 2. 02/14/2018 - Dowd Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/29/2025 - Mackey Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/12/2018 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-25 |
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