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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 03/2020 | 07/2021 |
| St. Mary'S Credit Union | Manchester | NH | 10/2015 | 09/2021 |
| Southern New Hampshire University | Manchester | NH | 09/2012 | 02/2020 |
| Why Not Lease | Manchester | NH | 09/2015 | 11/2016 |
| Morgan Stanley & Co. Llc | Manchester | NH | 09/2021 | 09/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | 09/2022 |
| Milestone Financial Planning, Llc | Bedford | NH | 10/2022 | 09/2023 |
| Lpl Financial Llc | Portsmouth | NH | 10/2023 | Present |
| Service Credit Union | Portsmouth | NH | 10/2023 | Present |
1) 10/2023 - Service Financial Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 10/2023 - Notary / Inv. Related / Start date 05/22/2023 - 1Hrs per month -1% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-13 |
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