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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management Limited Partnership | Boston | MA | 02/1986 | 07/2024 |
| Franklin Distributors, Llc | Boston | MA | 07/2024 | 11/2024 |
| Lpl Enterprise Llc | Wakefield | MA | 07/2026 | Present |
| Unemployed | Winchester | MA | 12/2024 | 06/2026 |
1. 3/23/2026 - FRANCIS FERRELLI N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Winchester MA - OBA Start date: 12/31/2025 - 160 Hour(s)/Month – 160 Hour(s) During Trading 2. 3/23/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Winchester MA - OBA Start date: 12/31/2025 - 160 Hour(s)/Month – 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-12 |
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