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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 |
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Little House Capital, Llc | Boston | MA | 11/2017 | 04/2019 |
| Peoples United Bank | Boston | MA | 05/2013 | 11/2017 |
| Essex Private Wealth Management, Llc | Topsfield | MA | 04/2019 | 06/2021 |
| Salem Five Bank | Salem | MA | 06/2021 | Present |
| Lpl Financial | Salem | MA | 08/2022 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Salem Five Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026 2. 07/2026 - ESSEX AGRICULTURAL SOCIETY - Outside/W-2 Employment - Not Inv Related – 3 Hour(s)/Month – 3 Hour(s) During Trading – Topsfield MA 01983 – OBA Start Date: 09/28/2001 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Salem Five Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026 3. 07/2026 - Salem Five Bank - Financial Institution Duty - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Salem MA 01970 – OBA Start Date: 06/28/2021 4. 07/2026 - Stoneham High School - Coach/ Sports/ Fitness - Not Inv Related – 40 Hour(s)/Month – 40 Hour(s) During Trading – Stoneham MA 02180 – OBA Start Date: 08/24/2026
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