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Thomas Russell Burbank

LPl Financial LLC

Portsmouth, NH

Madbury, NH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-05-18
  • NH RA
    APPROVED
    Since 2022-05-18

Branch Locations

2032 Lafayette Road, Portsmouth, NH 03801 • United States

Madbury, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc. Waverly IA 05/2016 Present
Lpl Financial Llc Portsmouth NH 05/2022 Present
  • 05/2016 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 05/2022 → Present
    Lpl Financial Llc
    Portsmouth, NH
Previous Registrations
  • 2016-07-08 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Rochester, NH
    Portsmouth, NH
    Salem, NH
  • 2010-03-19 → 2016-06-28
    Northeast Planning Associates, Inc.
    Madbury, NH
  • 2010-03-16 → 2016-06-14
    Lpl Financial Llc
    Madbury, NH
    Bedford, NH
    Madbury, NH
  • 2009-11-17 → 2010-03-05
    Td Wealth Management Services Inc.
    Portsmouth, NH
  • 2008-12-17 → 2009-11-17
    Cetera Investment Services Llc
    Portsmouth, NH
  • 2003-03-17 → 2008-12-17
    Valic Financial Advisors, Inc.
    Burlington, MA
    Waltham, MA
Other Businesses

1. 05-18-2022-Service Financial Group- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-05
S63 Uniform Securities Agent State Law Examination 2001-04-12
  • S65 Uniform Investment Adviser Law Examination
    2003-03-05
  • S63 Uniform Securities Agent State Law Examination
    2001-04-12

View on SEC IAPD

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Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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