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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-11-29 |
Branch Locations
1001 Shelburne Road, South Burlington, VT 05403 • United States
114 South Village Green, Middlebury, VT 05753 • United States
193 Route 7 South, Milton, VT 05468 • United States
794 West Lakeshore Drive, Colchester, VT 05446 • United States
10 Shelburne Shopping Park, Shelburne, VT 05482 • United States
87 West St, Rutland, VT 05701 • United States
731 Route 22A North, Fair Haven, VT 05743 • United States
77 Pine St, Burlington, VT 05401 • United States
163 North Main St., Saint Albans, VT 05478 • United States
3 North Maple Street, Vergennes, VT 05491 • United States
90 Dorset Street, South Burlington, VT 05403 • United States
Shelburne, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Portland | ME | 07/2015 | 06/2017 |
| Key Investment Services Llc | Manchester | CT | 07/2017 | 12/2017 |
| Citizens Securities, Inc. | Burlington | VT | 01/2018 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | VT | 01/2021 | 11/2022 |
| Bank Of America, N.A. | Burlington | VT | 01/2021 | 11/2022 |
| Lpl Financial, Llc | South Burlington | VT | 11/2022 | Present |
| M&T Bank | South Burlington | VT | 11/2022 | Present |
1- 06/1996 / Real Estate Rental / INVESTMENT RELATED / (359 Lakeview Road, Clearwater, Florida 33756; 243 Pineview Avenue, Clearwater, Florida 33756; 625 Congress Street, New Port Richey, Florida 34653; 639 Congress Street, New Port Richey, Florida 34653) 2- 01/05/2024 - Wilmington Advisors @M&T - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/15/2023 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-16 |
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