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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kennebunk High School | Kennebunk | ME | 09/2013 | 06/2018 |
| Endicott College | Beverly | MA | 09/2018 | 05/2022 |
| Unemployed | Kennebunkport | ME | 06/2022 | 08/2022 |
| Insperex Llc | Delray Beach | FL | 08/2022 | 07/2024 |
| Lpl Financial | Kennebunk | ME | 09/2024 | Present |
| Unemployed | Kennebunk | ME | 07/2024 | 09/2024 |
1- 09/2024 / Kennebunk Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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