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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-02
CT RA APPROVED 2026-03-11
  • MA RA
    APPROVED
    Since 2026-04-02
  • CT RA
    APPROVED
    Since 2026-03-11

Branch Locations

1 Corporate Drive Suite 205, Shelton, CT 06484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services, Inc. East Hartford CT 01/2017 03/2017
Umass Isenberg School Of Management Amherst MA 09/2015 05/2016
Avantax Investment Services, Inc. Enfield CT 12/2017 03/2021
Innovest Financial Services, Llc Enfield CT 12/2017 03/2021
Timberland Trucking South Hadley MA 06/2021 11/2022
Begley & Associates, Llc Enfield CT 09/2022 11/2022
Avantax Investment Services Inc. Enfield CT 11/2022 10/2023
Avantax Insurance Agency, Llc Enfield CT 11/2022 11/2022
Unemployed Chicopee MA 06/2016 12/2016
Avantax Insurance Agency And/Or Avantax Insurance Services Enfield CT 11/2022 10/2023
Timberland Trucking South Hadley MA 06/2021 Present
Begley & Associates, Llc Enfield CT 09/2022 11/2023
Pruco Securities Llc. Glastonbury CT 12/2023 11/2024
The Prudential Insurance Company Of America Glastonbury CT 12/2023 Present
Lpl Enterprise, Llc Glastonbury CT 11/2024 Present
Bolton Global Capital Bolton MA 07/2021 10/2022
Avantax Insurance Agency, Llc Enfield CT 03/2017 09/2021
  • 01/2017 → 03/2017
    Foresters Financial Services, Inc.
    East Hartford, CT
  • 09/2015 → 05/2016
    Umass Isenberg School Of Management
    Amherst, MA
  • 12/2017 → 03/2021
    Avantax Investment Services, Inc.
    Enfield, CT
  • 12/2017 → 03/2021
    Innovest Financial Services, Llc
    Enfield, CT
  • 06/2021 → 11/2022
    Timberland Trucking
    South Hadley, MA
  • 09/2022 → 11/2022
    Begley & Associates, Llc
    Enfield, CT
  • 11/2022 → 10/2023
    Avantax Investment Services Inc.
    Enfield, CT
  • 11/2022 → 11/2022
    Avantax Insurance Agency, Llc
    Enfield, CT
  • 06/2016 → 12/2016
    Unemployed
    Chicopee, MA
  • 11/2022 → 10/2023
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Enfield, CT
  • 06/2021 → Present
    Timberland Trucking
    South Hadley, MA
  • 09/2022 → 11/2023
    Begley & Associates, Llc
    Enfield, CT
  • 12/2023 → 11/2024
    Pruco Securities Llc.
    Glastonbury, CT
  • 12/2023 → Present
    The Prudential Insurance Company Of America
    Glastonbury, CT
  • 11/2024 → Present
    Glastonbury, CT
  • 07/2021 → 10/2022
    Bolton Global Capital
    Bolton, MA
  • 03/2017 → 09/2021
    Avantax Insurance Agency, Llc
    Enfield, CT
Other Businesses

1) 10/21/2024 - TIMBERLAND TRUCKING LLC - Consultant - Manage day to day activities and initiate new technology and management practices to fuel growth - Outside/W-2 Employment - Inv Related - At GLASTONBURY, CT - Start Date 06/14/2021 - 150hrs/mth - 110hrs/mth During Trading 2) 10/11/2024 - Montgomery Street, Truck, Auto & Equipment Sales - Sales Manager for a small car dealership. We source cars for people from Auctions and marketplaces. Help people sell their cars online - Direct Sales/ MLM - Inv Related - At GLASTONBURY, CT - Start Date 10/01/2023 - 10hrs/mth - 8hrs/mth During Trading 3) 10/11/2024 - Notary Public - Witness and verify the identity of someone signing documents - Notary - Inv Related - At GLASTONBURY, CT - Start Date 12/27/2023 - 2hrs/mth - 2hrs/mth During Trading 4) 11/19/2025-RB&C-Owner-Business Owner-Not inv related-At Chicopee, MA-Start date 07/24/2025-160hrs/mth-40hrs/mth during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-11
S63 Uniform Securities Agent State Law Examination 2017-02-27
  • S65 Uniform Investment Adviser Law Examination
    2026-03-11
  • S63 Uniform Securities Agent State Law Examination
    2017-02-27
Other Names
  • Ryan D Boisselle

View on SEC IAPD

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