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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-07-30 |
Branch Locations
163 North Main St., Saint Albans, VT 05478 • United States
59 Main Street, Newport, VT 05855 • United States
15 Canada St, Swanton, VT 05488 • United States
421 Blair Park Rd, Williston, VT 05495 • United States
80 S Main St Ste 8, Waterbury, VT 05676 • United States
112 State Street, Montpelier, VT 05601 • United States
19 Morrisville Plaza, Morristown, VT 05661 • United States
1069 Mountain Rd, Stowe, VT 05672 • United States
50 Sunderland Way, Essex Junction, VT 05452 • United States
292 North Main Street, Barre, VT 05641 • United States
East Calais, VT • 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 |
|---|---|---|---|---|
| Td Ameritrade | Stamford | CT | 12/2013 | 01/2021 |
| Between Positions / Unemployed | East Calais | VT | 01/2021 | 04/2021 |
| Citizens Securities Inc | South Burlington | VT | 05/2021 | 07/2024 |
| Lpl Financial | Barre | VT | 07/2024 | Present |
| M&T Bank | Barre | VT | 07/2024 | Present |
1 - 07/03/2024 - Wilmington Advisors @M&T - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-13 |
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