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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-09-05 |
Branch Locations
1500 Main St, Springfield, MA 01115 • United States
1387 Boston Rd, Springfield, MA 01119 • United States
Green Mtn Plz 186 Rte 7 S, Rutland, VT 05701 • United States
108 Springfield Plz Rd, Springfield, VT 05156 • United States
97 E Main St, Wilmington, VT 05363 • United States
26 S River Rd, Bedford, NH 03110 • United States
361 N Main St, Barre, VT 05641 • United States
97 Main St, Fair Haven, VT 05743 • United States
180 Swanton Rd, St Albans, VT 05478 • United States
994 Waterbury Stowe Rd, Waterbury, VT 05676 • United States
4996 Main St, Manchester Ctr, VT 05255 • United States
371 Main St, Enosburg, VT 05408 • United States
210 Northside Dr, Bennington, VT 05201 • United States
205 Main St, Brattleboro, VT 05301 • United States
481 Portland St, St Johnsbury, VT 05819 • United States
114 Main St, Bradford, VT 05033 • United States
1014 North Ave, Burlington, VT 05408 • United States
87 Vt Rte 15 W, Hardwick, VT 05843 • United States
301 Rte 2, South Hero, VT 05486 • United States
15 West St, Bristol, VT 05443 • United States
929 Shelburne Rd, South Burlington, VT 05403 • United States
25 Monkton Rd, Vergennes, VT 05491 • United States
103 Lower Main West St, Johnson, VT 05656 • United States
1014 North Ave., Burlington,, VT 05408 • United States
172 College St, Burlington, VT 05401 • United States
205 Vt Route 15, Jericho, VT 05465 • United States
26 Ballards Corner, Hinesburg, VT 05461 • United States
1309 Williston Rd, South Burlington, VT 05403 • United States
54 Pearl St., Essex Junction, VT 05452 • United States
364 Main St., Winsooski, VT 05404 • United States
28 Cottonwood Dr, Williston, VT 05495 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Keybank | South Burlington | VT | 07/2015 | 07/2018 |
| Key Investment Services Llc | Portland | ME | 11/2015 | 06/2017 |
| Key Investment Services Llc | Manchester | CT | 07/2017 | 07/2018 |
| Key Investment Services Llc | Manchester | CT | 07/2018 | 07/2022 |
| Key Investment Services Llc | Brooklyn | OH | 07/2022 | 08/2024 |
| Lpl Financial | Burlington | VT | 09/2024 | Present |
| Community Bank | Burlington | VT | 09/2024 | Present |
1) 08/2024 - Community Investment Services / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 08/2024 - RENTAL PROPERTY / Real Estate Rental / Inv. Related / VT 05478 / Starting 10/06/2020 - 10 Hrs per month - 5% Time spent 3) 04/04/2025 - Nottingham Investment Services, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - None - Start date: 3/31/2025 - 0 Hrs/Mth - 0 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-05 |
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