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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
15 Constitution Drive, Suite 1A, Office 149, Bedford, NH 03110 • United States
2 Executive Park Dr Ste 101, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Concord | NH | 07/2014 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Manchester | NH | 03/2022 | 12/2023 |
| Steward Partners Global Advisory, Llc | Manchester | NH | 12/2023 | 06/2026 |
| Steward Partners Investment Solutions, Llc | Manchester | NH | 12/2023 | 06/2026 |
| Steward Partners Investment Advisory, Llc | Manchester | NH | 12/2023 | 06/2026 |
| Lpl Financial Llc | Bedford | NH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-13 |
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