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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 Financial Llc | Newport | RI | 05/2024 | Present |
| Banknewport | Newport | RI | 11/2021 | Present |
| Doordash | Newport | RI | 04/2021 | 11/2021 |
| T-Mobile By Xperts Choice | Smithfield | RI | 03/2021 | 04/2021 |
| Doordash | Newport | RI | 12/2020 | 03/2021 |
| Joseph A. Bank | Newport | RI | 11/2019 | 12/2020 |
| Student | Newport | RI | 05/2014 | 11/2019 |
1) 05/06/2024 - Oceanpoint Investment Solutions - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 05/06/2024 - BankNewport - Financial Institution Duty - Senior Relationship Banker - RI 02840 - Investment related - 160 Hours per month - Start date: 11/15/2023. 3) 05/06/2024 - Notary Public - RI 02840 - Investment related - 160 Hours per month - Start date: 02/24/2022. 4) 11/21/2024 - DoorDash Inc. - Outside/W-2 Employment - Food Delivery - Not Investment Related - Newport/ Aquidneck Island area - Start Date 11/18/2024 - 8 Hours per Month/ 0 Hours During Trading 5) 11/22/2024 - Bellevue Capital Ventures LLC - Outside/W-2 Employment - Not Investment Related - Newport, RI - Start Date 10/02/2024 - 26 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
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