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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates | Westport | CT | 06/2024 | 04/2026 |
| Unemployed | Stamford | CT | 03/2024 | 06/2024 |
| Pepsi Co | Kearny | NJ | 07/2023 | 03/2024 |
| Pepsi Co | Stratford | CT | 10/2021 | 07/2023 |
| Pepsi Co | Stratford | CT | 09/2020 | 10/2021 |
| Pepsi Co | Hartford | CT | 05/2020 | 09/2020 |
| Quinnipiac University | Hamden | CT | 08/2016 | 05/2020 |
| Pepsico | Hartford | CT | 06/2016 | 05/2020 |
| Lpl Financial | Hamden | CT | 04/2026 | Present |
1. 4/2026 - Stevens & Boutilier Financial Advisors - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - Milford CT 06460 - OBA Start date: 4/27/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-22 |
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