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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-05-16 |
Branch Locations
76 Main Street, Houlton, ME 04730 • United States
76 Main Street, Houlton, ME 04730 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Houlton | ME | 01/2016 | 01/2021 |
| Lincoln Financial Securities | Holton | ME | 01/2021 | 05/2024 |
| Lpl Financial Llc | Houlton | ME | 05/2024 | Present |
1) 04/19/2024 - Sage Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 195 Hours per month. 2) 04/19/2024 - Lynette Mclaughlin - Notary - Investment related - 1 Hour per month - Start date: 01/01/2011. 3) 04/19/2024 - Sage Financial - Non-Variable Insurance - Selling: Annuity, Life, LTC - Investment related - 15 Hours per month - Start date: 01/01/2004.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-07 |
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