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Matthew Fothergill

LPl Financial LLC

Fort Mill, SC

Boston, MA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-09
SC RA APPROVED 2023-10-24
  • MA RA
    APPROVED
    Since 2024-07-09
  • SC RA
    APPROVED
    Since 2023-10-24

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Putnam Investments/Putnam Retail Management Andover MA 09/2019 09/2023
Amherst Country Club Amherst NH 05/2019 09/2019
Harbour Capital Corporation Newington NH 08/2018 05/2019
Enterprise Holdings Merrimack NH 05/2018 08/2018
Amazon (Blink Home Security) Andover MA 07/2017 05/2018
Patio Barn Amherst NH 05/2017 07/2017
University Of New Hampshire Durham NH 08/2016 05/2017
Lpl Financial Llc Boston MA 09/2023 Present
  • 09/2019 → 09/2023
    Putnam Investments/Putnam Retail Management
    Andover, MA
  • 05/2019 → 09/2019
    Amherst Country Club
    Amherst, NH
  • 08/2018 → 05/2019
    Harbour Capital Corporation
    Newington, NH
  • 05/2018 → 08/2018
    Enterprise Holdings
    Merrimack, NH
  • 07/2017 → 05/2018
    Amazon (Blink Home Security)
    Andover, MA
  • 05/2017 → 07/2017
    Patio Barn
    Amherst, NH
  • 08/2016 → 05/2017
    University Of New Hampshire
    Durham, NH
  • 09/2023 → Present
    Lpl Financial Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-30
  • S66 Uniform Combined State Law Examination
    2020-07-30
Other Names
  • Matthew John Fothergill

View on SEC IAPD

Other Firms

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WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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