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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Keene | NH | 02/2011 | 11/2016 |
| Raymond James Financial Services, Inc. | Keene | NH | 11/2016 | 05/2022 |
| Steward Partners Global Advisory, Llc | Keene | NH | 11/2016 | 08/2024 |
| Steward Partners Investment Advisory, Llc | Keene | NH | 11/2016 | 08/2024 |
| Rockwell Properties | Keene | NH | 06/2018 | 04/2019 |
| Steward Partners Investment Solutions, Llc | Keene | NH | 05/2022 | 08/2024 |
| Lpl Financial | Keene | NH | 08/2024 | Present |
1) 08/01/2024 - Houle Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Keene, NH 03431 2) 08/01/2024 - Houle Wealth Management - Non-Variable Insurance - Investment Related - Keene, NH 03431 - 2 hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-07 |
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