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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-16 |
| ME | RA | APPROVED | 2025-05-13 |
Branch Locations
752 Boston Post Road, Madison, CT 06443 • United States
220 Captain Thomas Blvd, West Haven, CT 06516 • United States
370 Hemingway Av, East Haven, CT 06512 • United States
460 Elm St, West Haven, CT 06516 • United States
500 East Main Street, Branford, CT 06405 • United States
150 Whalley Ave, New Haven, CT 06511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Windham | ME | 07/2023 | Present |
| Starbucks Coffee | Topsham | ME | 08/2022 | 04/2023 |
| Jpmorgan Chase | Greenwich | CT | 06/2022 | 08/2022 |
| Sun Life Financial | Wellesley | MA | 01/2021 | 12/2021 |
| Bowdoin College | Brunswick | ME | 08/2019 | 05/2023 |
| Taft School | Watertown | CT | 08/2015 | 05/2019 |
| Lpl Financial, Llc | Windham | ME | 12/2024 | Present |
1 - 11/2024 - M&T Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 11/2024 - M&T BANK - Notary - Inv Related - ME 04062 - OBA Start Date: 10/27/2023. 3 - 11/2024 - M&T Bank - Financial Institution Duty - Inv Related - 160 Hours/Month - ME 04062 - OBA Start Date: 07/24/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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