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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | North Haven | CT | 05/2015 | 05/2024 |
| Lpl Financial Llc | North Haven | CT | 05/2024 | Present |
| Nutmeg Advisory Group Llc | North Haven | CT | 02/2015 | Present |
1) 04/18/2024 - Nutmeg Advisory Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 120 Hours per month. 2. 05/16/2024 - Berney Insurance Group - Insurance Agency - Inv. Related - 1 ST John Street North Haven, CT 06473 - Start Date 01/01/2015 - 60hrs/mth & 15hrs trading 3. 05/16/2024-B&G Realty of North Haven, LLC - B&G Realty of North Haven, LLC - Not Inv. Related -1ST John Street North Haven, CT 06473 Start Date 03/01/2018 - B&G Realty of North Haven, LLC - 0hrs mth & 0hrs trading 4. 05/16/2024 - Kurt Holmstead Agency, Inc. - Insurance Agency - Inv. Related - 10239 N. Hidden Oak Dr. Highland, Utah - Start Date 2/13/1980 - 128hrs/mth & 7hrs trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-25 |
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