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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-04-12 |
| TX | RA | APPROVED | 2020-06-05 |
Branch Locations
357 Western Ave, Saint Johnsbury, VT 05819 • United States
Hinesburg, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | St Johnsbury | VT | 11/2011 | 06/2020 |
| Lpl Financial | St Johnsbury | VT | 06/2020 | Present |
11/2011 - DBA for LPL Business (entity for LPL business) - RIDGELINE WEALTH MANAGEMENT LLC - INVESTMENT RELATED - SAINT JOHNSBURY, VT 05819
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-30 |
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