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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-02-19 |
Branch Locations
7 Portland Farms Rd, Suite #2, Scarborough, ME 04074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Scarborough | ME | 06/2021 | Present |
| Otto | Saco | ME | 05/2018 | 08/2019 |
| Willowdale Place Office Building | Scarborough | ME | 05/2015 | 05/2018 |
| St Lawrence University | Canton | NY | 08/2019 | 05/2020 |
| University Of Maine | Orono | ME | 08/2020 | 05/2023 |
| Unemployed | Scarborough | ME | 05/2020 | 08/2020 |
1) 05/2025 - Navigate Wealth Planning Group / Notary / Inv Related / Scarborough, ME 04074 / Start date 08/18/2024 - 1 hrs per month - 1% time spent 2) 05/2025 - Navigate Wealth Planning Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-18 |
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