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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| VT | RA | APPROVED | 2022-05-20 |
Branch Locations
30 Allen St, Rutland, VT 05701 • United States
30 Allen St, Rutland, VT 05701 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 08/2016 | 01/2020 |
| Eaton Vance Management | Boston | MA | 01/2020 | 01/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2022 | 05/2022 |
| Heritage Family Fcu | Rutland | VT | 01/2022 | Present |
| Lpl Financial, Llc | Rutland | VT | 05/2022 | Present |
1. 05/20/2022 - HERITAGE WAY/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ RUTLAND, VT 2. 05/20/2022 - HERITAGE FAMILY CREDIT UNION/ FINANCIAL INSTITUTION DUTY/ INVESTMENT RELATED/ 0%/ RUTLAND, VT 3. 10/01/2015 - FIRST CHAIR SYRUP, INC/ BUSINESS OWNER)/ NOT INVESTMENT RELATED/ 0%/ KILLINGTON, VT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-15 |
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