Bonnie Lynn Staniewicz

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-01-24
NH	RA	APPROVED	2021-07-21
TX	RA	APPROVED_RES	2021-07-21

FL RA
APPROVED

Since 2023-01-24
NH RA
APPROVED

Since 2021-07-21
TX RA
APPROVED_RES

Since 2021-07-21

Branch Locations

1039 Islington St Fl 2 Ste 16, Portsmouth, NH 03801 • 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

Organization	City	State	From	To
Waddell & Reed, Inc.	Portsmouth	NH	04/1998	07/2021
Various Insurance Carriers For W&R Insurance Agencies	Portsmouth	NH	09/1998	07/2021
Richie Mcfarland Childrens Center	Stratham	NH	06/2010	09/2016
Richie Mcfarland Childrens Center	Stratham	NH	06/2015	09/2016
First Anchor Financial Group, Llc (Dba)	Barrington	NH	09/2017	07/2021
Fielder'S Keeper, Llc	Barrington	NH	04/2019	07/2021
Richie Mcfarland Children'S Center	Stratham	NH	07/2018	08/2019
Rental Property	Barrington	NH	05/2020	07/2021
Richie Mcfarland Childrens Center	Stratham	NH	07/2020	07/2021
First Anchor Wealth Management, Llc	Portsmouth	NH	12/2020	07/2021
Lpl Financial Llc	Portsmouth	NH	07/2021	Present

04/1998 → 07/2021

Waddell & Reed, Inc.

Portsmouth, NH
09/1998 → 07/2021

Various Insurance Carriers For W&R Insurance Agencies

Portsmouth, NH
06/2010 → 09/2016

Richie Mcfarland Childrens Center

Stratham, NH
06/2015 → 09/2016

Richie Mcfarland Childrens Center

Stratham, NH
09/2017 → 07/2021

First Anchor Financial Group, Llc (Dba)

Barrington, NH
04/2019 → 07/2021

Fielder'S Keeper, Llc

Barrington, NH
07/2018 → 08/2019

Richie Mcfarland Children'S Center

Stratham, NH
05/2020 → 07/2021

Rental Property

Barrington, NH
07/2020 → 07/2021

Richie Mcfarland Childrens Center

Stratham, NH
12/2020 → 07/2021

First Anchor Wealth Management, Llc

Portsmouth, NH
07/2021 → Present

Lpl Financial Llc

Portsmouth, NH

Previous Registrations

1998-07-17 → 2021-07-21

Waddell & Reed

Bedford, NH

Dover, MA

Portsmouth, NH

Portsmouth, NH

Portsmouth, NH

Dover, MA

Bedford, NH

Hamden, CT

Bedford, NH

Other Businesses

1- 12/2020 / DBA for LPL Business (entity for LPL business) / First Anchor Wealth Management, LLC / Investment Related / Portsmouth, NH, 03801 2- 01/25/2024 - Associates of Clifton Park - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/19/2024 - 3 Hours Per Month/ During Trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-02-19
S63	Uniform Securities Agent State Law Examination	1998-06-20

S65 Uniform Investment Adviser Law Examination

2003-02-19
S63 Uniform Securities Agent State Law Examination

1998-06-20

Designations

View on SEC IAPD