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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Amsterdam | NY | 11/2023 | Present |
| Wells Fargo Bank, N.A. | Boston | MA | 01/2017 | 09/2023 |
| Northeastern University | Boston | MA | 09/2013 | 05/2018 |
| Unemployed | Amsterdam | NY | 10/2023 | 10/2023 |
1) 02/2024 - Olsen Investment Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
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