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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-05-26 |
Branch Locations
76 Bedford Street, Ste 37, Lexington, MA 02420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Lexington | MA | 06/2005 | Present |
1. 10/6/2017 - No Business Name - Investment Related - Avon, CT 06001 - Real Estate Rental - Started 09/01/2017 - 2 Hours Per Month/0 Hours During Securities Trading - Residential condominium unit rented to tenant. 2. 6/26/2019 - Sartori Insurance Agency, Inc. - Investment Related - At Reported Business Location(s) - Property and Casualty - Started 08/01/1984 - 50 Hours Per Month/30 Hours During Securities Trading. 3. 09/09/2025- Sartori Financial- Insurance Agency- INV Related- At Reported Business Location(s)- Start date 09/02/2025- 30 Hours Per Month- 1 Hour During Trading 4. 09/09/2025- Duffy Insurance Agency- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 09/02/2025- 80 Hours Per Month- 30 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-02 |
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