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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-21 |
Branch Locations
1199 Route 3A, Bow, NH 03304 • United States
6 Dover Point Road Suite B, Dover, NH 03820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | N/A | NH | 10/2024 | 01/2025 |
| Albert Basse Associates Inc. | Stoughton | MA | 09/2021 | 09/2024 |
| Wellington Management Company Llp. | Boston | MA | 02/2020 | 09/2021 |
| Wellington Management Company Llp. | Sydney | 07/2018 | 12/2018 | |
| Gordon Research Conferences | Sha Tin | 05/2018 | 06/2018 | |
| Wellington Management Company Llp. | Boston | MA | 07/2017 | 12/2017 |
| Northeastern University | Boston | MA | 09/2015 | 12/2019 |
| Lpl Enterprise | Fort Mill | SC | 01/2025 | Present |
1) 01/14/2025 - THE OLIVER AMES RUGBY BOOSTER CLUB INCORPORATED - Non-Profit Board Member - Founder/President/Director/Resident Agent - North Easton, MA - start date 08/14/2019 - not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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