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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-06-22 |
| NH | RA | APPROVED | 2022-08-17 |
Branch Locations
35 Main Street, Peterborough, NH 03458 • United States
122 West St, Keene, NH 03431 • United States
62 Peterborough Street, Jaffrey, NH 03452 • United States
655 South Willow St., Manchester, NH 03103 • United States
125 Daniel Webster Highway, Nashua, NH 03060 • United States
197 Loudon Road, Concord, NH 03301 • United States
28 Jones Road, Milford, NH 03055 • United States
707 Milford Rd, Merrimack, NH 03054 • United States
51 Crystal Avenue, Derry, NH 03038 • United States
1750 Elm St Ste 110, Manchester, NH 03104 • United States
Peterborough, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Financial Group Inc | Keene | NH | 11/2015 | 04/2018 |
| Citizens Securities, Inc | Keene | NH | 06/2016 | 04/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2018 | 11/2018 |
| Umassfive College Federal Credit Union | Hadley | MA | 04/2018 | 11/2018 |
| People's Securities, Inc. | Bridgeport | CT | 11/2018 | 08/2022 |
| People's United Advisors, Inc. | Bridgeport | CT | 11/2018 | 08/2022 |
| Lpl Financial Llc | Peterborough | NH | 08/2022 | Present |
1. 08/18/2022 - Wilmington Advisors at M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor - Start Date: 08/18/2022 - 160 Hours Per Month/150 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-18 |
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