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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence College | Providence | RI | 05/2016 | 05/2018 |
| Avon Old Farms | Avon | CT | 06/2018 | 07/2020 |
| Automatic Usa | Vernon | CT | 09/2020 | 03/2023 |
| Anchored Finance | Tolland | CT | 08/2021 | 03/2023 |
| M Holdings Securities, Inc. | Portland | OR | 06/2023 | 02/2026 |
| Fiondella Insurance And Retirement Planning | Weatogue | CT | 05/2023 | 02/2026 |
| Lpl Financial | Weatogue | CT | 02/2026 | Present |
1- 02/05/2026 - Wealth Preservation Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/26/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-18 |
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