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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-18 |
| NH | RA | APPROVED | 2006-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.) | Nashua | NH | 12/2006 | Present |
(1) 04/13/2007 - TEACHER/INSTRUCTOR - SOUTHERN NEW HAMPSHIRE UNIVERSITY - COLLEGE PROFESSOR - I WILL PERIODICALLY TEACH VARIOUS FINANCE RELATED COURSES AS AN ADJUNCT FACULTY MEMBER. - 5% OF TIME SPENT (2) 11/30/2010 - COLLEGE PROFESSOR - KAPLAN FINANCIAL - I WILL BE TEACHING FOR KAPLAN FINANCIAL'S PROPRIETARY CERTIFIED FINANCIAL PLANNER(TM) CERTIFICATION CURRICULUM. - 1% OF TIME SPENT (3) 11/30/2010 - COLLEGE PROFESSOR - VARIOUS - SOUTHERN NH UNIVERSITY, DANIEL WEBSTER COLLEGE, ETC. - I WILL PERIODICALLY TEACH VARIOUS FINANCE RELATED COURSES AS AN ADJUNCT FACULTY MEMBER AT VARIOUS LOCAL COLLEGES USING THEIR PROVIDED CURRICULUM. - 5% OF TIME SPENT (4) 12/02/2013 - NON-VARIABLE INSURANCE - LAVOIE WEALTH MANAGEMENT - I WILL ENGAGE IN SALES OF FIXED INSURANCE PRODUCTS INCLUDING LIFE, HEALTH, DISABILITY, LONG-TERM CARE, ANNUITIES AND HSAS - 10% OF TIME SPENT - NASHUA, NH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-29 |
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