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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-08 |
| NH | RA | APPROVED | 2008-11-18 |
Branch Locations
15 Ermer Road Unit #203, Salem, NH 03079 • United States
Windham, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Salem | NH | 11/2008 | Present |
1. 11/18/2008- TAX PREPARATION FOR CLIENTS- 5% OF HOURS- SALEM, NH 2. 03/12/2009 / NON-VARIABLE INSURANCE / INSURANCE AGENT/BROKER FOR JOHN HANCOCK, CRUMP INSURANCE / 5% OF TIME./ SALEM, NH 3. 10/19/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 10/05/2017 - 1 Hour Per Month During Securities Trading. 4. 10/19/2017 - M.E.R. Financial and Tax Solutions - Not Investment Related - Location: N/A - Business Entity For Tax/Investment Purposes Only - Started - 10/05/2017 - 1 Hours Per Month During Securities Trading - Name was used just to establish IRS tax id number.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-18 |
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