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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2020-04-28 |
Branch Locations
3 Cove Side Lane, Ste. 3, Kennebunk, ME 04043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Kennebunk | ME | 07/2013 | 04/2020 |
| Raymond James Financial Services Advisors Inc. | Kennebunk | ME | 07/2013 | 04/2020 |
| Kennebunkport Wealth Advisors, Inc. | Kennebunk | ME | 05/2015 | 04/2020 |
| Lpl Financial Llc | Kennebunk | ME | 04/2020 | Present |
1)10/23/2019 - Kennebunkport Wealth Advisors, Inc. - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020 - 158 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-22 |
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