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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-11-01 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| The Vermont Agency/Equity Services | Montpelier | VT | 06/2014 | 09/2021 |
| Edward Jones | St Louis | MO | 09/2021 | 10/2023 |
| Community Services Financial Group | Newport | VT | 10/2023 | Present |
| Lpl Financial Llc | Newport | VT | 10/2023 | Present |
1)10/24/2023 - CFSG Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)02/08/2024 - Community Financial Services Group, LLC - Inv Related - Newport, VT - Financial Institution Duty - Trust Officer and Investment Advisor - Started: 11/29/2023 - 80 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-03 |
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