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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-25 |
| ME | RA | APPROVED | 2024-03-29 |
Branch Locations
671 Broadway, Bangor, ME 04401 • United States
55 Cushing St, Brunswick, ME 04011 • United States
3 Union Park Rd, Topsham, ME 04086 • United States
75 Boulder Way, Biddeford, ME 04005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alterity Financial Group, Llc | Bangor | ME | 04/2021 | 07/2024 |
| H&R Block | Brewer | ME | 01/2021 | 04/2021 |
| Student | Providence | RI | 01/2011 | 01/2021 |
| Geoff's Superlative Sandwiches | Providence | RI | 11/2016 | 03/2020 |
| Lpl Financial Llc | Bangor | ME | 03/2024 | Present |
1) 03/28/2024 - Maine Wealth Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 3/28/2024 - 150 Hrs/Mth - 80 Hrs During Trading. 2) 07/17/2025 - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:06/16/2025 - 25 Hrs/Mth - 25 Hrs During Trading. 3) 07/30/2025 - Atlantic Financial Services - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/29/2025 - 40 Hrs/Mth - 02 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-13 |
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