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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-07-29 |
| TX | RA | APPROVED_RES | 2023-01-09 |
| MA | RA | APPROVED | 2022-10-04 |
Branch Locations
379 Amherst St, Nashua, NH 03063 • United States
Nashua, NH • United States
2 Broadway, Methuen, MA 01420 • United States
369 South Willow St., Manchester, NH 03103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Andover | MA | 01/2016 | 09/2022 |
| Bank Of America, N.A. | Andover | MA | 01/2016 | 09/2022 |
| Santander | Methuern | MA | 05/2017 | 05/2017 |
| Lpl Financial Llc | Chelmsford | MA | 09/2022 | Present |
| First Technology Federal Credit Union | Chelmsford | MA | 09/2022 | Present |
1) 9/2022- Digital Investment Services- DBA for LPL Business (entity for LPL business)- inv. related. at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
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