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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-23 |
| MA | RA | APPROVED | 2024-11-14 |
| NH | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Wakefield | MA | 06/2023 | 11/2024 |
| Community Credit Union | Peabody | MA | 05/2022 | 08/2022 |
| Ferro-Ceramic Grinding | Wilmington | MA | 05/2021 | 08/2021 |
| Whole Foods Market | Lynnfield | MA | 05/2020 | 08/2020 |
| St. John's Preparatory School | Danvers | MA | 08/2015 | 05/2019 |
| University Of Virginia | Charlottesville | VA | 05/2019 | 05/2023 |
| Lpl Enterprise, Llc | Wakefield | MA | 11/2024 | Present |
1) 01/24/2025-Waterview Wealth Management-DBA for LPL Business (entity for LPL business)-Inv Related- At reported business location(s)-Start date 11/01/2024-160hrs/mth-140hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-23 |
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