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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2007-08-13 |
| NH | RA | APPROVED | 2007-08-10 |
Branch Locations
26 Parker Street, Unit B, Newburyport, MA 01950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bcob Cpas | Hampton | NH | 12/1999 | Present |
| Northeast Planning Associates, Inc. | Bedford | NH | 11/2003 | 01/2018 |
| Lpl Financial, Llc | Newburyport | MA | 07/2007 | Present |
| Murphy, Powers & Wilson, Cpa's | Newburyport | MA | 03/2013 | Present |
(1) 09/17/2007: Dover High School - Community, Civic and Charitable Board - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - Treasurer, fundraising for benefit of Dover High School (2) 09/17/2007: BCOB Certified Public Accountants - CPA Affiliate Program - Investment Related - At Reported Business Location(s) - 99% Time Spent - Owned by 3 CPA's to operate a local public accounting firm. (3) 09/17/2007: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Life & Health, LTC, Group Benefits (4) 09/17/2007: No Business Name - Referee - Not Investment Related - At Reported Business Location(s) - 15% Time Spent - Referee high school football games as assigned by the Commissioner of the NH Football Officials Association (5) 09/17/2007: Stake Your Claim Stable - passive investment - Not Investment Related - Brick, NJ - 10% Time Spent - Own 10% of 5 different Standardbred Race horses through Stake Your Claim Stable of Brick, NJ. (6) 09/17/2007: New Hampshire Football Officials Association - Community, Civic and Charitable Board - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - Vice President (7) 2/22/2017: Piscataqua Savings Bank - Not Investment Related - 15 Pleasant Street #1, Portsmouth, NH 03801 - For-Profit Board Member - Started 12/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Corporator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-28 |
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