Best Investors Account Sign in

Kelvin Alcantara

LPl Financial LLC

Boston, MA

Malden, MA

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-10-16
  • MA RA
    APPROVED
    Since 2018-10-16

Branch Locations

201 Washington St Ste 300, Boston, MA 02108 • United States

Malden, MA • 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
Cantella & Co., Inc. Boston MA 06/2017 08/2018
Bny Mellon Everett MA 05/2015 06/2017
Lpl Financial Llc Boston MA 09/2018 Present
  • 06/2017 → 08/2018
    Cantella & Co., Inc.
    Boston, MA
  • 05/2015 → 06/2017
    Bny Mellon
    Everett, MA
  • 09/2018 → Present
    Lpl Financial Llc
    Boston, MA
Previous Registrations
  • 2017-12-08 → 2018-09-14
    Cantella & Co., Inc.
    Malden, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-12-17
S65 Uniform Investment Adviser Law Examination 2016-11-23
  • S63 Uniform Securities Agent State Law Examination
    2016-12-17
  • S65 Uniform Investment Adviser Law Examination
    2016-11-23

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor