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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED_RES | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | North Haven | CT | 07/2008 | 05/2024 |
| Nutmeg Advisory Group Llc | North Haven | CT | 09/2008 | Present |
| Lpl Financial, Llc | North Haven | CT | 05/2024 | Present |
1) 04/24/2024-Nutmeg Advisory Group, LLC-Tax Prep/Accounting/CPA, Basic Tax Prep, Tax preparer-Inv Related-At North Haven, CT-Start date, 09/01/2001-2hrs/mth 2) 04/24/2024-Nutmeg Advisory Group-DBA for LPL Business (entity for LPL business)-Inv Related- At reported business location(s)-Start date, 10/01/2001-160hrs/mth 3) 04/24/2024-Nutmeg Advisory Group, LLC-Non-Variable Insurance, Term Life, Fixed annuities, Universal Life, Long Term Care Insurance - Pilot Financial-Inv Related-At North Haven, CT-Start date, 09/01/2001-5hrs/mth 4) 04/24/2024-B&G Realty of North Haven, LLC-Real Estate Rental, co-owner-Inv Related-At North Haven, CT-Start date, 03/01/2018-1hrs/mth 5) 04/24/2024-Notary-Inv related-At North Haven, CT-Start date,11/15/2001-1hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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