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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED_RES | 2025-05-31 |
| RI | RA | APPROVED | 2025-05-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Providence | RI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Providence | RI | 11/2016 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 04/2017 | 05/2025 |
| Lpl Financial | Seekonk | MA | 05/2025 | Present |
1. Roseland Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Seekonk, MA 02771 - Start Date:5/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100 2. Roseland Real Estate, LLC - Business Owner - Not Investment Related - Seekonk, MA 02771 - Start Date:5/15/2025 - 3 Hrs/Mth - 0.5 Hrs During Trading - Time Spent: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-21 |
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