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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-09-08 |
Branch Locations
100 Main St, Ste 260, Newport, VT 05855 • United States
316 North Main Street, Barre, VT 05641 • United States
69 Main St, Johnsbury, VT 05819 • United States
100 Main St Suite 110, Newport, VT 05855 • United States
103 Church St Suite A, Barton, VT 05822 • United States
23 Vt Route 105 E Brighton Rd, Island Pond, VT 05846 • United States
4245 Vt Route 101, Troy, VT 05868 • United States
4811 Us Route 5, Derby, VT 05855 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 03/2008 | 01/2022 |
| First Capital Advisors Group | Blue Bell | PA | 01/2022 | 07/2022 |
| Unemployed | Malvern | PA | 07/2022 | 08/2022 |
| Lpl Financial | Barre | VT | 09/2022 | Present |
| Community National Bank-Vt/Cfsg Llc | Barre | VT | 09/2022 | Present |
1-09/2022 / CFSG Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / BARRE, VT 2- 02/08/2024 - Community Financial Services Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/06/2022 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-22 |
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