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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 09/2017 | 02/2018 |
| Copley Global Services, Llc | Waltham | MA | 07/2016 | 09/2017 |
| Suffolk University, Sawyer Business School | Boston | MA | 09/2015 | 12/2017 |
| Morgan Stanley | Boston | MA | 06/2018 | 10/2018 |
| Volunteer Mgt. Consulting Work: Score Boston | Boston | MA | 03/2018 | 05/2018 |
| Morgan Stanley | Boston | MA | 01/2019 | 02/2020 |
| Volunteer Mgt. Consulting Work: Score Boston | Boston | MA | 10/2018 | 12/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2019 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 08/2020 | 02/2024 |
| Massachusetts Dept. Of Unemployment Assistance (Dua) | Boston | MA | 03/2020 | 08/2020 |
| Bank Of America, N.A. | Boston | MA | 11/2020 | 02/2024 |
| Pruco Securities, Llc. | Wakefield | MA | 09/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Wakefield | MA | 09/2024 | Present |
| Unemployed | Boston | MA | 03/2024 | 08/2024 |
| Lpl Enterprise, Llc | Wakefield | MA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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