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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-09 |
Branch Locations
25 Braintree Hill Office Park Ofc 8, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Silica | South Windsor | CT | 07/2018 | 08/2022 |
| School | Storrs | CT | 09/2005 | 05/2022 |
| Tanjent Llc | South Windsor | CT | 08/2022 | 07/2024 |
| Sagepoint Financial, Inc. | Braintree | MA | 04/2023 | 07/2024 |
| Osaic Wealth, Inc. | Braintree | MA | 09/2023 | 07/2024 |
| Lpl Financial | Braintree | MA | 07/2024 | Present |
1- 07/02/2024 - lmperia Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date: 05/20/2024 - 160 hrs mth / 8 hrs during trading. 2) 07/17/2025 - Volo - Not Investment Related - Other - Referee - Boston, MA - Start Date:06/22/2025 - 12 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-08 |
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