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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-08-19 |
Branch Locations
100 Main Street North, Southbury, CT 06488 • United States
500 New Haven Ave, Derby, CT 06418 • United States
137 Bank St., Waterbury, CT 06702 • United States
247 Boston Post Road, Orange, CT 06477 • United States
5 Wigwam Ave, Waterbury, CT 06704 • United States
364 Reidville Dr, Waterbury, CT 06705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Waterbury | CT | 05/2017 | Present |
| Webster Bank, N.A | Waterbury | CT | 07/2013 | 05/2018 |
| Webster Bank | Waterbury | CT | 05/2018 | 11/2018 |
| Financial Resources Group | Waterbury | CT | 12/2018 | 09/2022 |
| Financial Resources Group | Waterbury | CT | 09/2022 | 12/2023 |
| Webster Bank | Waterbury | CT | 12/2018 | 09/2022 |
| Webster Bank | Waterbury | CT | 06/2017 | Present |
1) 05/22/2017 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 03/29/2022 - Webster Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Public Notary - Start Date: 07/01/2017 - 1 Hour Per Month/1 Hour During Securities Trading. 3) 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-25 |
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