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4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-11 |
Branch Locations
4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bryant University | Smithfield | RI | 09/2016 | 05/2020 |
| Mascoma Wealth Management | Hanover | NH | 06/2019 | 09/2019 |
| Ameriprise Financial | Hopkinton | MA | 10/2018 | 05/2019 |
| Quechee Club | Quechee | VT | 05/2018 | 09/2018 |
| Members Advantage Community Credit Union | White River | VT | 05/2017 | 05/2018 |
| Fore U Golf | Lebanon | NH | 07/2014 | 07/2017 |
| Usa Hockey | N/A | NH | 11/2012 | 03/2020 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 06/2020 | 06/2022 |
| Lpl Financial, Llc | Tampa | FL | 06/2022 | Present |
| Northbridge Financial Group, Llc | Tampa | FL | 06/2022 | Present |
1) 6/2022 - DBA for LPL Business (entity for LPL business) - Northbridge Financial Group, LLC - Investment Related - Tampa, FL 33607 2) LPL Financial, LLC, Investment Related, 4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL, 33607, Broker Dealer, Registered Representative, 06/2022, Appx. 10 Hrs/Mnth. 3) Insurance Sales; Same Address; Investment Related; Appx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
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