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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Nashua | NH | 07/2016 | 06/2018 |
| Student - Merrimack College | North Andover | MA | 09/2013 | 05/2017 |
| Fidelity Investments | Merrimack | NH | 08/2018 | 06/2019 |
| Fidelity Brokerage Services | Merrimack | NH | 07/2019 | 10/2023 |
| Lpl Financial | Nashua | NH | 07/2024 | Present |
| Southern New Hampshire University | Manchester | NH | 10/2023 | Present |
1 - 06/26/2024 - Broad Street Planning - DBA for LPL Business (entity for LPL business) - Inv Related - At Reported business location(s). 2 - 06/26/2024 - Southern New Hampshire University - Outside/W-2 Employment - Not Inv Related - 160 Hours Per Month - 6 Hours During Trading - NH 03106 - OBA Start Date: 07/03/2024. 3- 06/30/2026 - Real Estate Rental - Investment Related - Brookline, NH - Start Date 08/07/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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