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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-13 |
| NY | RA | APPROVED | 2026-02-12 |
Branch Locations
123 Bank Street 1St Floor, Waterbury, CT 06702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | New York | NY | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 01/2019 |
| Wells Fargo Clearing Services | White Plains | NY | 08/2020 | 08/2024 |
| Wells Fargo Bank | New York | NY | 01/2019 | 06/2025 |
| Wells Fargo Securities | New York | NY | 09/2024 | 06/2025 |
| Lpl Financial, Llc | Waterbury | CT | 02/2026 | Present |
| Webster Bank | Waterbury | CT | 10/2025 | Present |
| Unemployed | New York | NY | 07/2025 | 09/2025 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Inv Rel - At Reported Business Location (s) - Start Date: 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-01 |
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