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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-13 |
| NH | RA | APPROVED | 2025-11-06 |
| TX | RA | APPROVED | 2025-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ages Financial Services, Ltd | Reading | MA | 01/1986 | 09/2024 |
| Trust Advisory Group Ltd | Haverhill | MA | 08/1997 | 11/2025 |
| Stonex Securities Inc | Haverhill | MA | 10/2024 | 11/2025 |
| Lpl Financial | Haverhill | MA | 11/2025 | Present |
1. 10/2025 - Lawrence A. Faretta - DBA for LPL Business (entity for LPL business) - Investment Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 11/6/2025 2. 10/2025 - Summer Street Financial - Non-Variable Insurance - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Haverhill MA 01830 - OBA Start Date: 11/06/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-25 |
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