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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-13 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Camden | ME | 01/2021 | 04/2024 |
| Apex Group Ltd | Portland | ME | 02/2019 | 01/2021 |
| United Natural Foods Incorporated | Providence | RI | 09/2018 | 02/2019 |
| Hannaford Supermarkets | Bangor | ME | 05/2011 | 07/2018 |
| Osaic | Bangor | ME | 04/2024 | 08/2026 |
| Lpl Financial | Bangor | ME | 08/2026 | Present |
1. 8/2026 - Varney Financial - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/12/2026 2. 8/2026 - Real Estate Rental - Real Estate Rental - INV REL - 4 Hour(s)/Month – 0 Hour(s) During Trading - Bangor ME 04401 - OBA Start date: 02/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-24 |
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