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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 01/1990 | 07/2020 |
| Securities America, Inc. | Holyoke | MA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Holyoke | MA | 06/2024 | 03/2026 |
| Lpl Financial | Holyoke | MA | 03/2026 | Present |
1. 3/2026 - Lukas Scully & Associates - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 3/30/2026 2. 3/2026 - raymond Lukas - Non-Variable Insurance - INV REL - 10 Hour(s)/Month - 10 Hour(s) During Trading - holyoke MA 01040 - OBA Start date: 03/01/2026 3. 3/2026 - Chase Clarke Stewart & fontana - Property and Casualty - INV REL - 200 Hour(s)/Month - 200 Hour(s) During Trading - holyoke MA 01040 - OBA Start date: 02/06/2026 4. 3/2026 - raymond Lukas - Notary - INV REL - 1 Hour(s)/Month - 1 Hour(s) During Trading - holyoke MA 01040 - OBA Start date: 03/01/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-19 |
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