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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-02-13 |
Branch Locations
380 Hurricane Ln, Ste 201, Williston, VT 05495 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
380 Hurricane Ln, Ste 201, Williston, VT 05495 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Colchester | VT | 01/2019 | 02/2024 |
| Mml Investors Services | Colchester | VT | 01/2019 | 02/2024 |
| Unemployed | South Burlington | VT | 04/2018 | 12/2018 |
| Sentinel Investments | Montpelier | VT | 03/2012 | 04/2018 |
| Lpl Financial | Williston | VT | 02/2024 | Present |
1- 02/2024 / Professional Financial Associates, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-18 |
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