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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 02/2017 | 02/2019 |
| Rfg Advisors | Hingham | MA | 03/2009 | 02/2017 |
| Bank Of America, N.A. | Boston | MA | 08/2017 | 02/2019 |
| Citizens Securities, Inc. | Cambridge | MA | 11/2019 | 08/2022 |
| Unemployed | Scituate | MA | 03/2019 | 10/2019 |
| Lpl Financial Llc | Bridgewater | MA | 08/2022 | Present |
| Merrimack Valley Cu | Bridgewater | MA | 08/2022 | Present |
1) 8/2022- Merrimack Valley Retirement & Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 12/19/2024 - BrightBridge Investment & Retirement Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/24/2025 - 160 hours per month/ 32 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-15 |
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