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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Advisers, Llc | Boston | MA | 10/2011 | 02/2017 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 10/2011 | 02/2017 |
| Measured Wealth Private Client Group | Portsmouth | NH | 03/2017 | 05/2018 |
| Ifs Securities | Atlanta | GA | 03/2017 | 05/2018 |
| Lpl Financial, Llc | Brattleboro | VT | 06/2018 | Present |
1) 06/01/2018- Twombly Wealth Management Group, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- At Reported Business Location(s) -160 hours per month/ 8 hours during trading 2) 06/01/2018- Bay Financial Associates, LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- At Reported Business Location(s) 3) 12/27/2023 - Twombly Wealth Management Group - Inv Related - At Reported Business Location(s) - Insurance Agency - Started: 12/18/2023 - 5 Hrs/Mo During Trading 4) 03/26/2026 - Christopher H. Stoner - Tax Prep/Accounting/CPA - Investment Related - Chesterfield, NH - Start Date 03/12/2026 - 3 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-15 |
| S66 | Uniform Combined State Law Examination | 2008-04-21 |
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