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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 07/2024 | 11/2025 |
| Unemplooyed | Sturbridge | MA | 05/2024 | 06/2024 |
| Vca | Sterling | MA | 03/2021 | 04/2024 |
| Bluepearl | Waltham | MA | 03/2020 | 02/2021 |
| Vca | Brookline | MA | 02/2018 | 03/2020 |
| Dana Farber Cancer Institute | Boston | MA | 09/2016 | 02/2018 |
| Dogwood | Jamaica Plain | MA | 01/2016 | 06/2017 |
| Nylife Securites Llc | Waltham | MA | 09/2024 | 11/2025 |
| Eagle Strategies Llc | Westborough | MA | 03/2025 | 11/2025 |
| Central One Federal Credit Union | Shrewsbury | MA | 12/2025 | Present |
| Lpl Financial Llc | Shrewsbury | MA | 12/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Central One Retirement & Investment Center - Investment Related - At Reported Business Location(s) - Start Date: 11/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-17 |
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