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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2015 | 02/2026 |
| Lpl Financial | Keene | NH | 02/2026 | Present |
1.02/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Houle Wealth Management; Investment Related; at Reported Business Location(s); Start Date 02/26/2026; 160hrs/mth; 160hrs during trading 2.07/21/2026; Matthew C Fliss; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/11/2026; 160hrs/mth; 140hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-21 |
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