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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-16 |
Branch Locations
94 Court St, Plymouth, MA 02360 • United States
10 Pond Street, Norwell, MA 02061 • United States
272 Columbia Rd Rte 53, Hanover, MA 02339 • United States
77 Front St, Scituate, MA 02066 • United States
733 Chief Justice Cushing Hwy, Cohasset, MA 02025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Plymouth | MA | 11/2005 | 04/2019 |
| Rockland Trust Company | Plymouth | MA | 04/2019 | Present |
| Lpl Financial Llc | Plymouth | MA | 04/2019 | Present |
1)4/24/19- Rockland Trust Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2). 05/03/2019 -RT INVESTMENT SERVICES- Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business). 3. 06/27/2019 - Bank Trust Department - Investment related - At reported business location(s) - Financial Institution Duty - start date:06/17/2019 - 60 hrs/mo - 4 hrs during trading. 4. 3/8/2023 - BSMG - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 02/02/2023 - 5 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-23 |
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