Broker Check

Account Access

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

Client Website

Here is the Client Website that links all of your financial accounts and monitors your daily progress to your financial goals.


LPL Financial PTC Custodian

Click to access your LPL Financial PTC accounts!


Trust Company of America/E-Trade

Click to access your accounts held at Trust Company of America/E-Trade!