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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-07-07 |
| VT | RA | APPROVED | 2026-06-29 |
Branch Locations
125 N State St, Concord, NH 03301 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
223 Main Street, Suite 10, Charlestown, NH 03603 • 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 |
|---|---|---|---|---|
| Northfield Savings Bank | Barre | VT | 10/2011 | 06/2026 |
| Infinex Investments, Inc. | Barre | VT | 11/2011 | 06/2026 |
| Lpl Financial Llc | Charlestown | NH | 06/2026 | Present |
1. 06/2026 - Green Mountain Financial Services LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/18/2026 2. 06/2026 - Clay Bell - Coach/ Sports/ Fitness - Not Inv Related – 5 Hour(s)/Month – 0 Hour(s) During Trading – Barre VT 05641 – OBA Start Date: 02/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-23 |
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