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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Just Hatched Llc | Guilford | CT | 08/2019 | 05/2025 |
| Uconn Cafes | Storrs | CT | 01/2024 | 05/2025 |
| Target | Orange | CT | 06/2024 | 08/2024 |
| Lpl Financial | Gulford | CT | 08/2024 | Present |
| Guilford High School | Guilford | CT | 10/2015 | 07/2021 |
| University Of Connecticut | Guilford | CT | 08/2021 | 05/2025 |
| Sound Generational Wealth | Gulford | CT | 08/2024 | Present |
1. 10/15/2025 / Sound Generational Wealth / DBA for LPL Business (entity for LPL business) / Inv Related / 160 Hours Per Month / At reported business location (s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-24 |
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