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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Wellesley Hills | MA | 05/2024 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Wellesley Hills | MA | 07/2023 | 05/2024 |
| First Republic Bank | Wellesley | MA | 11/2013 | 07/2023 |
| Lpl Financial | Whitinsville | MA | 02/2026 | Present |
| First Citizens Bank | Wellesley Hills | MA | 05/2025 | 01/2026 |
| Unibank | Whitinsville | MA | 02/2026 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name UniVest Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 02/2026 2. 02/2026 - Uni Bank - Financial Institution Duty - Inv Related - 80 Hour(s)/Month - 80 Hour(s) During Trading - Whitinsville MA 01588 - OBA Start Date: 02/06/2026 3. 02/2026 - Uni Bank - Notary - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Whitinsville MA 01588 - OBA Start Date: 02/06/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-30 |
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