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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-12-22 |
| MA | RA | APPROVED | 2023-12-06 |
Branch Locations
401 Main St, Salem, NH 03079 • United States
537 Central Avenue, Dover, NH 03820 • United States
76 Main Street, Plaistow, NH 03865 • United States
117 Winnacunnet Road, Hampton, NH 03842 • United States
1 Center Street, Exeter, NH 03833 • United States
110 South Main Street, Rochester, NH 03867 • United States
1555 Lafayette Road, Portsmouth, NH 03801 • United States
456 Route 111 - Village Square, Hampstead, NH 03841 • United States
160 Portsmouth Avenue, Stratham, NH 03885 • United States
70 Main Street, Durham, NH 03824 • United States
325 State Street, Portsmouth, NH 03801 • United States
55 Main Street, Raymond, NH 03077 • United States
Beverly, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Seattle | WA | 06/2016 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2019 | 03/2020 |
| Integrated Retirement Solutions | Wakefield | MA | 05/2019 | 05/2019 |
| Freedom Wellness/Elements Massage | Beverly | MA | 01/2019 | 05/2019 |
| Yankee Leisure Group | Beverly | MA | 10/2018 | 01/2019 |
| Topaz Wellness/Elements Massage | Middleton | MA | 06/2018 | 12/2018 |
| Heather L Hersey Dba A Moving Healing Center | Beverly | MA | 12/2017 | 06/2018 |
| Unemployed | Beverly | MA | 06/2019 | 08/2019 |
| Bank Of America, N.A. | Boston | MA | 11/2019 | 03/2020 |
| Citizens Securities, Inc. | Gloucester | MA | 03/2020 | 11/2023 |
| Lpl Financial Llc | North Andover | MA | 11/2023 | Present |
| M&T Bank | North Andover | MA | 11/2023 | Present |
1) 11/24/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wilmington Advisors @ M&T - Investment related - At reported business location(s). 2) 12/12/2025 - Real Estate Rental - Investment Related - Raymond, NH - Start Date 12/13/2025 - 5 hours per month/ 0 hours during trading 3) 12/12/2025 - Heather L Hersey DBA A Moving Healing Center - Other - Wellbeing coach, mindfulness, yoga and pol - Not Investment Related - Beverly, MA - Start Date 12/13/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-11 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-03 |
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