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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-20 |
Branch Locations
1077 Bridgeport Ave., Ste 301, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Shelton | CT | 05/2025 | Present |
| Coleytown Middle School | Westport | CT | 08/2015 | 06/2017 |
| Staples High School | Westport | CT | 08/2017 | 06/2021 |
| Syracuse University | Syracuse | NY | 08/2021 | 05/2025 |
| Lpl Financial | Shelton | CT | 06/2023 | 08/2023 |
| Lpl Financial | Shelton | CT | 06/2024 | 08/2024 |
1) 2025-12-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Calderon Fortney Financial Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-12-04 - 160hrs/mth - 160hrs/mth during trading 2) 2026-05-05 - Zenith Marketing - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-04 - 1hrs/mth - 1hrs/mth during trading 3) 2026-05-05 - Metlife Insurance and Brighthouse Financial - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-04 - 1hrs/mth - 1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-31 |
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