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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-08 |
| MA | RA | APPROVED | 2012-09-26 |
Branch Locations
57 Bedford St Ste 204, Lexington, MA 02420-4550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lexington | MA | 11/1993 | Present |
| Alena Wealth, Llc | Lexington | MA | 01/2008 | Present |
1.02/03/1994; ; Other-Attorney; Not Investment Related; ; Start Date ; hrs/mth; hrs during trading 2.03/04/2005; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.03/16/2009; none; Notary; Not Investment Related; ; Start Date ; hrs/mth; hrs during trading 4.12/05/2023; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/04/2005; 1hrs/mth; 0hrs during trading 5.08/19/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name ALENA Wealth; Investment Related; at Reported Business Location(s); Start Date 04/11/2025; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-08 |
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