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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2004-05-26 |
Branch Locations
180 Glastonbury Blvd, Glastonbury, CT 06033 • United States
Cromwell, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Glastonbury | CT | 05/2004 | Present |
| Somerset Wealth Strategies, Llc | Glastonbury | CT | 10/2005 | Present |
1. 05/14/2004 - ALLIED PRINTING SERVICE, INC. - OTHER-DIRECTOR - GLASTONBURY, CT. 2. 9/16/2005 - SOMERSET WEALTH STRATEGIES, LLC - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE DBA - SELLING FIXED INSURANCE PRODUCTS. 3. 1/9/2006 - MB FINANCIAL SERVICES, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 4. 6/26/2008 - GREATER HARTFORD COMMUNITY FOUNDATION - NOT INVESTMENT RELATE - COMMUNITY, CIVIC AND CHARITABLE BOARD - TIME SPENT 1% - BOARD MEMBER, DEVELOPMENT. 5. 1/17/2017 - May, Bonee & Clark Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/17/2017 - 120 Hours Per Month/100 Hours During Securities Trading. 6. 5/2/2017 - Clark Agency, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 04/01/17 - 50 Hours Per Month/4 Hours During Securities Trading. 7. 04/29/2024 - Risk Strategies - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 2 Hours Per Month/ During Trading 8. 04/30/2024 - Real Estate Rental - Ludlow, VT - Investment Related - Start Date 10/04/2023 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-29 |
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