Tracy Anne Mackinstry

Current Employers

Employment History

• 12/2001 → Present
  Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.)
  Clinton, CT
• 11/2014 → 04/2019
  Northstar Wealth Partners Llc
  West Hartford, CT

Previous Registrations

• 2014-12-08 → 2019-04-01
  Northstar Wealth Partners Llc
  West Hartford, CT

Other Businesses

(1) 01/09/2002: NO BUSINESS NAME - 9 OLD POST ROAD, CLINTON, CT 06413-1805 - LTC INSURANCE - 5% OF TIME SPENT - SENIOR INSURANCE SERVICES (2) 01/09/2002: MACKINSTRY FINANCIAL & INVESTMENTS, LLC - 9 OLD POST ROAD, CLINTON, CT 06413-1805 - DBA/INSURANCE - 3% OF TIME SPENT (3) 01/09/2002: EDUCATORS RETIREMENT CONSULTING - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 9 OLD POST ROAD, CLINTON, CT 06413-1805 - 2% OF TIME SPENT (4) 01/09/2002: MERIT INSURANCE SERVICES - NON-VARIABLE INSURANCE DBA - 9 OLD POST ROAD, CLINTON, CT 06413-1805 - 5% OF TIME SPENT (5) 12/01/2003: CONNECTICUT TEACHERS - ADMIN/CLERICAL FOR RETIREMENT PAPERWORK (6) 09/16/2008: NORTHEAST BROKERAGE, INC. - INV REL - 29 SOUTH MAIN STREET, SUITE B8, WEST HARTFORD, CT 06107 - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - SELL TERM LIFE INSURANCE AND FIXED ANNUITIES (7) 12/03/2009: APPLEGATE - INV REL - 29 SOUTH MAIN STREET, SUITE B8, WEST HARTFORD, CT 06107 - NON-VARIABLE INSURANCE - 2% OF TIME SPENT - SUBMIT FIXED ANNUITY BUSINESS (8) 10/01/2010: THE PRODUCERS FIRM - INV REL - 9 OLD POST ROAD, CLINTON, CT 06413-1805 - NON-VARIABLE INSURANCE - 10% OF TIEME SPENT - GENERAL AGENT FOR TERM AND UNIVERSAL LIFED INSURANCE AND SOME FIXED ANNUITIES (9) 11/29/2018 - FIN PLAN, LLC - Investment Related - 9 Old Post Rd, Clinton CT 06413 - Real Estate Rental - Started 02/19/2016 - 0 Hours Per Month - Own office building.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-14
• S63 Uniform Securities Agent State Law Examination
  1996-07-08