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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-19 |
Branch Locations
293 Boston Post Road West Suite 110, Marlborough, MA 01752 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | Marlborough | MA | 02/2025 | Present |
| Hanscom Federal Credit Union | Littleton | MA | 10/2024 | 01/2025 |
| Unemployed | Boston | MA | 06/2024 | 10/2024 |
| Citizens Bank | Quincy | MA | 04/2014 | 06/2017 |
| Cco Investment Services | Quincy | MA | 04/2014 | 06/2017 |
| Wells Fargo Clearing Services Llc | Boston | MA | 06/2017 | 05/2024 |
1. 02/13/2025 - Easterseals - Non-Profit Board Member - Non Inv Related - Worcester, MA - 01/01/2025 - 3 hrs/MTH 2. 02/13/2025 - Families for Depression Awareness - Non-Profit Board Member - Non Inv Related - Waltham, MA - 01/01/2025 - 4hrs/MTH 3. 02/13/2025 - Verizon - Outside/W-2 Employment - Non Inv Related - Boston, MA - 01/01/2025 - 30hrs/MTH 4. 02/13/2025 - HR Block - Outside/W-2 Employment - Inv Related - Boston, MA - 01/01/2025 - 4hrs/MTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
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