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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
257 Turnpike Rd Suite 300, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Marlborough | MA | 09/2017 | 11/2024 |
| Tomatoes Pizzeria | Leominster | MA | 09/2017 | 05/2018 |
| Sentinel & Enterprise Newspaper | Fitchburg | MA | 05/2017 | 06/2018 |
| 3 Media Web | Hudson | MA | 04/2015 | 02/2017 |
| Unemployed | Leominster | MA | 02/2017 | 09/2017 |
| 3 Media Web | Hudson | MA | 03/2017 | 06/2017 |
| Prudential Insurance Company Of America | Marlborough | MA | 02/2018 | Present |
| Lpl Enterprise, Llc | Marlborough | MA | 11/2024 | Present |
WORCESTER INTERACTIVE POSITION: Freelance blogger NATURE: Blog Writing for Search Engine Optimization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2019 ADDRESS: 27 West Mountain Street, Worcester MA 01606, United States DESCRIPTION: I will write freelance blogs for the clients of Worcester Interactive (A company that builds business websites)most of which will be Business to Customer in focus. It is something I did in a past career and the goal is to bring people in from Google searches.It has nothing to do with finance, and I specifically told them I won't write anything related to finance. I am not the only writer and if something like that did come up, I would pass on it and let someone else write it. FIRST PARISH CHURCH OF FITCHBURG POSITION: Member of Finance Committee NATURE: Budget review for church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2019 ADDRESS: Address: 923 Main Street, Fitchburg MA 01420, United States DESCRIPTION: Helping draft and approval annual budget for the church, helping update the church's bylaws FIRST CHURCH OF CHRIST, UNITARIAN POSITION: Guest sermon presenter NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2020 ADDRESS: 725 Main Street, Lancaster MA 01523, United States DESCRIPTION: I am giving a guest sermon. After I agreed to it, I was then told there would be $150 compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-31 |
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