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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-17 |
| MA | RA | APPROVED | 2006-01-10 |
Branch Locations
200 Lowder Brook Dr Ste 2100, Westwood, MA 02090 • United States
Framingham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United State Army Reserve | Heacheca | AR | 06/1978 | Present |
| Phil Peck Real Estate | Miami | FL | 02/1986 | Present |
| Philip Peck Cfp | Waltham | MA | 01/1994 | Present |
| Lpl Financial Llc | Waltham | MA | 03/1998 | Present |
1. 03/29/2005 - BAY FINANCIAL ASSOC., LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 10/04/2006 - United States Army - NOT INV REL - Lieutenant Colonel United States Army. Officer in the United States Army Reserve, working on Counter Terrorism aspects of Homeland Security. 3. 5/21/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 1/1/2019 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-09 |
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