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Kimberly Viner Place

LPl Enterprise, LLC

Dover, NH

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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-11-14
  • NH RA
    APPROVED
    Since 2024-11-14

Branch Locations

6 Dover Point Road Suite B, Dover, NH 03820 • 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
OrganizationCityStateFromTo
Hornor Townsend & Kent Inc Horsham PA 10/2012 02/2018
Penn Mutual Life Ins Co Horsham PA 10/2012 02/2018
Merrimack County Savings Bank/Millriver Investment Management Concord NH 02/2018 05/2024
Infinex Investments Inc Meriden CT 02/2018 05/2024
Pruco Securities, Llc Dover NH 05/2024 11/2024
The Prudential Insurance Co. Of America Dover NH 05/2024 Present
Lpl Enterprise, Llc Dover NH 11/2024 Present
  • 10/2012 → 02/2018
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 10/2012 → 02/2018
    Penn Mutual Life Ins Co
    Horsham, PA
  • 02/2018 → 05/2024
    Merrimack County Savings Bank/Millriver Investment Management
    Concord, NH
  • 02/2018 → 05/2024
    Infinex Investments Inc
    Meriden, CT
  • 05/2024 → 11/2024
    Dover, NH
  • 05/2024 → Present
    The Prudential Insurance Co. Of America
    Dover, NH
  • 11/2024 → Present
    Dover, NH
Previous Registrations
  • 2024-05-30 → 2024-11-14
    Dover, NH
  • 2018-02-26 → 2024-05-24
    Concord, NH
  • 2012-11-02 → 2018-03-01
    Bow, NH
    Portland, ME
    Bow, NH
    Concord, NH
  • 2011-02-08 → 2012-10-24
    Msi Financial Services, Inc.
    Exeter, NH
    Manchester, NH
    Manchester, NH
    Bow, NH
  • 2008-02-19 → 2011-01-21
    Osaic Fs, Inc.
    Bow, NH
    Bow, NH
    Concord, NH
Other Businesses

1) 08/19/2025-Kimberly Place-Insurance Agent-Non-Variable Insurance Commission Trails-Inv related-At Dover, NH-Start date 01/03/2025 2) 03/26/2026-CLM Holdings LLC-Member-Real Estate Rental-Inv related-At Dover, NH-1hrs/mth-0hrs/mth during trading 3) 03/20/2026-Kimberly Place Frederick Place-Owner- Individually-Real Estate Rental-Inv related-At Tilton, NH-Start date 03/02/2021-1hrs/mth-0hrs/mth during trading 4) 03/26/2026-CLM Holdings LLC-Owner/Member-Business Entity For Tax/Investment Purposes Only-Inv related-At Bow, NH-Start date 04/15/2026-1hrs/mth-0hrs/mth during trading 5) 03/26/2026-Lakeside House and Cottages Association-Secretary of Condominium Association-Non-Profit Board Member-Not inv related-At Concord, NH-Start date 01/01/2022-2hrs/mth-0hrs/mth during trading 6) 03/26/2026-NH HomeBuilders-Bookkeeping-Other-Not inv related-At Concord, NH-Start date 03/01/1996-2hrs/mth-0hrs/mth during trading 7) 04/08/2026-Breigles Place LLC-Member-Real Estate Rental-Inv related-At Tilton, NH-Start date 05/01/2014-1hrs/mth-0hrs/mth during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-18
S63 Uniform Securities Agent State Law Examination 2004-03-08
  • S65 Uniform Investment Adviser Law Examination
    2007-04-18
  • S63 Uniform Securities Agent State Law Examination
    2004-03-08
Other Names
  • Kimberly Ann Viner
  • Kimberly Ann Place
  • Kimberly Place

View on SEC IAPD

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