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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
Branch Locations
257 Turnpike Rd Suite 300, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doldre Inc. | North Grosvenordale | CT | 02/2022 | 05/2023 |
| Nichols College | Dudley | MA | 08/2019 | 05/2023 |
| Whiskey Rocks/Stave And Still | Dudley | MA | 11/2021 | 01/2022 |
| The Port | Harwich Port | MA | 05/2023 | 08/2023 |
| Tatnuck Country Club | Worcester | MA | 05/2021 | 05/2021 |
| Fidelity Brokerage Services Llc | Smithfield | RI | 03/2024 | 05/2025 |
| Park N' Shop | Dudley | MA | 08/2017 | 06/2018 |
| The Sole Proprietor | Worcester | MA | 06/2021 | 09/2021 |
| Athletix United | Webster | MA | 02/2021 | 04/2021 |
| Massachusetts Pirates | Worcester | MA | 01/2020 | 06/2021 |
| Whiskey On Water | Worcester | MA | 01/2024 | 02/2024 |
| Nichols College | Dudley | MA | 08/2019 | 10/2022 |
| Green Pepper Inc. | Webster | MA | 12/2019 | 05/2021 |
| Mohegan Bowling Alley | Webster | MA | 07/2017 | 03/2021 |
| Pure Fitness/Everybody'S Fitness Center | Webster | MA | 08/2018 | 05/2019 |
| Dynasty International Models & Talent Agency, Inc. | Boston | MA | 09/2023 | 02/2024 |
| Shepherd Hill Regional High School | Dudley | MA | 08/2015 | 06/2019 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 05/2025 |
| Lpl Enterprise Llc | Marlborough | MA | 06/2025 | Present |
| Fidelity Personal And Workplace Advisors | Smithfield | RI | 12/2024 | 03/2025 |
1. 06/23/2025 - N/A - Non Variable Insurance - Non-Variable Insurance/Insurance Agency - Webster, MA - INV REL - Start Date 06/20/2025 - 160hrs/mth 2. 11/14/2025-Clarity Wealth Advisors-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 11/05/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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