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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
15 Constitution Drive, Suite 1A, Office 149, Bedford, NH 03110 • United States
2 Executive Park Dr Ste 101, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Manchester | NH | 09/2014 | 05/2018 |
| Raymond James Financial Services, Inc. | Manchester | NH | 05/2018 | 05/2022 |
| Steward Partners Global Advisory, Llc | Manchester | NH | 05/2018 | 06/2026 |
| Steward Partners Investment Advisory, Llc | Manchester | NH | 05/2018 | 06/2026 |
| Steward Partners Investment Solutions, Llc | Manchester | NH | 05/2022 | 06/2026 |
| Lpl Financial Llc | Bedford | NH | 06/2026 | Present |
1) 06/08/2026 - Real Estate Rental - Property co- owner - Inv. Related -Orchard beach, ME, Goffstown, NH & Manchester, NH - start date 09/22/2018- 1hrs/mth- 0hrs during trading 2) 06/08/2026- Manchester Transit Authority - For-Profit Board Member - Non-Inv. Related- Manchester, NH- start date 05/13/2001 - 2hrs/mth- 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-06 |
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