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5 Overlook Drive #3, Amherst, NH 03031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-04-01 |
| NH | RA | APPROVED | 2010-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Amherst | NH | 05/2008 | Present |
| Mike Bonacorsi Llc | Amherst | NH | 08/2010 | Present |
(1) 03/14/2008: Book Name-Retirement Readiness - Author - Not Investment Related - At Reported Business Location(s) - 10% Time Spent - Author, write and public speaker at this time there is no business form. Books to be distributed through bookstores via contracted distributor and sold through online sales. (2) 03/14/2008: Mike Bonacorsi CFP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 5/3/2018 - MIKE BONACORSI LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started: 01/28/2015 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Mike Bonacorsi, LLC, an independent investment advisor firm. I started this business activity in 01/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-16 |
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