Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-07-12
  • MA RA
    APPROVED
    Since 2022-07-12

Branch Locations

141 Elm St, Westfield, MA 01085 • United States

1650 Northhampton Street, Holyoke, MA 01040 • United States

462 College Highway, Southwick, MA 01077 • United States

337 Cottage Grove Road, Bloomfield, CT 06002 • United States

435 Burnett Rd., Chicopee, MA 01020 • United States

1342 Liberty Street, Springfield, MA 01104 • United States

350 Palmer Rd Suite 100, Ware, MA 01082 • United States

560 East Main Street, Westfield, MA 01085 • United States

206 Park St, West Springfield, MA 01089 • United States

300 Southhampton Road, Westfield, MA 01085 • United States

47 Palomba Drive, Enfield, CT 06082 • United States

477 Center St, Ludlow, MA 01056 • United States

237 South Westfield Street, Feeding Hills, MA 01030 • United States

26 Arnold Street, Westfield, MA 01085 • United States

569 East St, Chicopee, MA 01020 • United States

599 Memorial Dr, Chicopee, MA 01020 • United States

655 Main Street, Agawam, MA 01001 • United States

382 N. Main St, East Longmeadow, MA 01028 • United States

32 Willimansett St, South Hadley, MA 01075 • United States

14 Russell Road., Huntington, MA 01050 • United States

977 Farmington Ave, West Hartford, CT 06107 • United States

1500 Main St (Tower Square), Springfield, MA 01115 • United States

12 East Granby Rd, Granby, CT 06035 • United States

70 Center St, Chicopee, MA 01013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Westfield Bank Westfield MA 12/2014 Present
Lpl Financial Llc Westfield MA 01/2017 Present
  • 12/2014 → Present
    Westfield Bank
    Westfield, MA
  • 01/2017 → Present
    Westfield, MA
Other Businesses

1. 1/14/2019 - Westfield Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2019.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-17
  • S66 Uniform Combined State Law Examination
    2022-06-17

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westfield, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor