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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-16 |
Branch Locations
751 Watertown Ave., Waterbury, CT 06708 • United States
751 Watertown Ave, Waterbury, CT 06708 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raven Capital Management Llc | New York | NY | 01/2023 | 06/2024 |
| Factset | New York | NY | 09/2020 | 12/2022 |
| Unemployed | Southington | CT | 12/2019 | 09/2020 |
| University Of Connecticut - Storrs - Undergrad | Storrs | CT | 08/2016 | 12/2019 |
| Metlife Group, Inc. | New York | NY | 03/2023 | 06/2024 |
| Lpl Financial Llc | Waterbury | CT | 06/2024 | Present |
1) 06/03/2024 - Coleman Financial Advisory Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-13 |
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