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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-11-14 |
Branch Locations
257 Turnpike Rd Suite 300, Southborough, MA 01772 • United States
Burlington, VT • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Colchester | VT | 04/2018 | 12/2020 |
| Nylife Securities Llc | Colchester | VT | 05/2018 | 12/2020 |
| Commodities Market | Shelburne | VT | 08/2016 | 12/2020 |
| Mass Mutual Life Insurance Company | Colchester | VT | 12/2020 | 02/2022 |
| Mml Investors Services, Llc | Colchester | VT | 12/2020 | 02/2022 |
| Pruco Securities, Llc. | Marlborough | MA | 02/2022 | 11/2024 |
| Prudential Insurance Company Of America | Marlborough | MA | 02/2022 | Present |
| Lpl Enterprise, Llc | Marlborough | MA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-09 |
| S66 | Uniform Combined State Law Examination | 2008-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-30 |
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