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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED_RES | 2022-01-26 |
Branch Locations
354 Mountain View Dr Ste 303, Colchester, VT 05446 • 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 |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | S Burlington | VT | 10/2013 | 06/2018 |
| Lpl Financial, Llc | Colchester | VT | 06/2018 | Present |
1. 4/21/2020 - Engineering Wealth - DBA: Engineering Wealth Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2020. 2. 11/07/2025- Stynkbox- Business Owner- Not INV Related- Home Based- Start date 11/06/2025- 5 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-11 |
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