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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-25 |
| NH | RA | APPROVED | 2018-02-14 |
Branch Locations
10 North Main Street, Newport, NH 03773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T-Squared Financial | North Haven | NH | 01/2013 | Present |
| Invest Financial Corporation | Tampa | FL | 01/2013 | 02/2018 |
| Lpl Financial Llc | Croydon | NH | 02/2018 | Present |
| Sugar River Bank | Croydon | NH | 05/2022 | 02/2023 |
1) 2026-04-20 - Self-published author - Author - N - 4 - 0 - Croydon NH - 2026-04-16 - I am planning on writing a children's book, less than 30 pages long. I am not doing this activity as a form of trying to run a business or make money. But I am planning on self-publishing the book on Amazon. The book is primarily written for my daughter. The book has nothing to do with money, investing, and my financial business information will not be associated with it. I am not planning on earning money on it, but I am planning on listing the book on Amazon for sale.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-02 |
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