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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Hartford | CT | 11/2011 | 09/2019 |
| Morgan Stanley Private Bank, Natinal Association | New York | NY | 06/2015 | 09/2019 |
| Sagepoint Financial, Inc. | Newington | CT | 09/2019 | 04/2023 |
| Lpl Financial Llc | Newington | CT | 04/2023 | Present |
1) 04/2023 - Hedberg Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start: 09/2019 - 1 Hr/Mth 2) 04/2023 - Doffek LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - STAFFORD SPRINGS, CT - Owner - Start Date 11/2/2022 - 1hr/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-06 |
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