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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-17 |
Branch Locations
150A Andover St, Suite 8, Danvers, MA 01923 • United States
Mansfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Financial | Irvine | CA | 02/2014 | 09/2018 |
| Essex Securities, Llc | Irvine | CA | 10/2015 | 12/2017 |
| Navy Federal Financial Group, Llc | Fountain Valley | CA | 09/2018 | 03/2020 |
| Navy Federal Brokerage Services, Llc | Fountain Valley | CA | 09/2018 | 03/2020 |
| Global Investment Advisors, Llc | Irvine | CA | 10/2015 | 09/2018 |
| Minnesota Life Insurance Co | St Paul | MN | 08/2021 | 08/2022 |
| Securian Financial Services | St Paul | MN | 08/2021 | 08/2022 |
| Securian Advisors Of New England | Braintree | MA | 08/2021 | 08/2022 |
| New England Financial | Mansfield | MA | 04/2020 | 08/2021 |
| Lpl Financial | Danvers | MA | 02/2023 | Present |
| New England Financial | Mansfield | MA | 09/2022 | 02/2023 |
1- 07/2021 / FIXED INSURANCE / Non-Variable Insurance / INVESTMENT RELATED / DANVERS, MA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-01 |
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