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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-06
MA RA APPROVED 2021-11-10
  • FL RA
    APPROVED
    Since 2023-12-06
  • MA RA
    APPROVED
    Since 2021-11-10

Branch Locations

150A Andover St Ste 2, Danvers, MA 01923 • United States

3201 Tamiami Trail N 1St Flr, Naples, FL 34103 • United States

Naples, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Richard Cella Iii Insurance Agency, Inc Ipswich MA 12/1997 11/2021
Ipswich Bay Advisors Danvers MA 02/2009 11/2021
The Capital Advisory Group Advisory Services, Llc Bloomington MN 03/2011 11/2021
United Planners Financial Services Scottsdale AZ 08/2016 11/2021
Lifestyle Financial Group Danvers MA 01/2010 11/2021
Richard Cella Realty Ventures Danvers MA 02/2007 11/2021
Ibfr Realty Trust Danvers MA 08/2009 11/2021
401K Capital Advisory Danvers MA 01/2012 01/2019
Advantage Publishing Group Danvers MA 01/2015 11/2021
Richard Cella, Author Danvers MA 01/2015 11/2021
Bb&R Realty Trust Danvers MA 05/2012 12/2020
Capital Advisory Group Advisory Services, Inc. Danvers MA 01/2012 03/2022
Lpl Financial, Llc Danvers MA 11/2021 Present
  • 12/1997 → 11/2021
    Richard Cella Iii Insurance Agency, Inc
    Ipswich, MA
  • 02/2009 → 11/2021
    Ipswich Bay Advisors
    Danvers, MA
  • 03/2011 → 11/2021
    Bloomington, MN
  • 08/2016 → 11/2021
    United Planners Financial Services
    Scottsdale, AZ
  • 01/2010 → 11/2021
    Lifestyle Financial Group
    Danvers, MA
  • 02/2007 → 11/2021
    Richard Cella Realty Ventures
    Danvers, MA
  • 08/2009 → 11/2021
    Ibfr Realty Trust
    Danvers, MA
  • 01/2012 → 01/2019
    401K Capital Advisory
    Danvers, MA
  • 01/2015 → 11/2021
    Advantage Publishing Group
    Danvers, MA
  • 01/2015 → 11/2021
    Richard Cella, Author
    Danvers, MA
  • 05/2012 → 12/2020
    Bb&R Realty Trust
    Danvers, MA
  • 01/2012 → 03/2022
    Capital Advisory Group Advisory Services, Inc.
    Danvers, MA
  • 11/2021 → Present
    Danvers, MA
Previous Registrations
  • 2011-03-18 → 2023-12-04
    Danvers, MA
  • 2005-01-11 → 2016-08-04
    Investors Capital Corp.
    Marblehead, MA
    Danvers, MA
    Lynnfield, MA
    Ipswich, MA
    Danvers, MA
    Lynnfield, MA
    Lynnfield, MA
  • 2009-05-04 → 2011-04-06
    Ipswich Bay Advisors
    Danvers, MA
  • 2003-11-05 → 2004-12-31
    Eastern Point Advisors Inc.
Other Businesses

1) 11/04/2021 - Started 2/01/2007- RICHARD CELLA REALTY VENTURES- Real Estate Rental- Owner- inv. related- Danvers, MA 01923- 1hr/mth 2) 11/04/2021 - Started 8/1/2009- IBFR REALTY Trust -Real Estate Rental- owner- inv. related- Danvers, MA 01923- 1hr/mth 3) 11/04/2021 - Started 1/1/2000- IPSWICH BAY ADVISORS- Insurance Agency- Owner- inv. related- Danvers, MA- 20% 4) 11/04/2021 - Started 1999- dba Ipswich Bay Advisors and Ipswich Bay Advisors, Inc. Non-Variable Insurance- Agent selling Life and heath - inv. related- Danvers, MA-15hrs/mth 5) 11/04/2021- Ipswich Bay Advisors- DBA for LPL Business (entity for LPL business)- inv. related- Danvers, MA 6) 11/04/2021 - Started 6/15/2018- R&D REALTY GROUP, LLC- Real Estate Rental- owner- inv. related- 12 SAMUEL RIGGS CIRCLE, GLOUCESTER, MA 01930- 1hrs/mth 7) 11/04/2021 - Started 1/2019- RIGGS COVE REALTY- Real Estate Rental- owner- inv. related-GLOUCESTER, MA 01930- 0hrs/mth 8) 11/04/2021 - Started 2021- IPSWICH BAY REALTY, LLC- Real Estate Rental- owner/partner- inv. related- GLOUCESTER, MA 01930- 1hr/mth 9) 11/04/2021 - Started 2021- RDJ ST. PETE PROPERTIES, LLC- Real Estate Rental- owner/partner- inv. related- GLOUCESTER, MA 01930- 1hr/mth 10) 2/7/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/01/2019 - 20 Hours Per Month During Securities Trading. 11) 11/24/2023 - Naples Bay Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 40 Hours Per Month/ During Trading 12) 09/27/2024 - IBA 401K Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/29/2024 - 3 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-27
S63 Uniform Securities Agent State Law Examination 1984-05-19
  • S66 Uniform Combined State Law Examination
    2002-08-27
  • S63 Uniform Securities Agent State Law Examination
    1984-05-19
Other Names
  • Richard Carmine Cella
  • Richard Carmine Cella

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