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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-10 |
Branch Locations
129 Hillside Ave, Berlin, NH 03570 • United States
1618 East Pleasant Valley Blvd, Altoona, PA 16602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | Berlin | NH | 02/2008 | 12/2019 |
| The Tassey Group Insurance & Financial Services In | Berlin | NH | 09/2013 | Present |
| Cadaret Grant & Co., Inc. | Berlin | NH | 01/2020 | 07/2025 |
| Lpl Financial Llc | Berlin | NH | 07/2025 | Present |
1. 07/10/2025- Tassey Group Insurance & Financial Services, Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/1989- 100 Hours Per Month- 100 Hours During Trading 2. 07/10/2025- The Tassey Group Insurance & Financial Services, Inc.- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 01/01/1989- 100 Hours Per Month- 100 Hours During Trading 3. 07/10/2025-Tassey Group Insurance & Financial Services, Inc.- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 01/01/1989- 40 Hours Per Month- 40 Hours During Trading 4. 07/10/2025- Glenn & Maria Tassey- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 01/01/1992- 2 Hours Per Month 5. 07/10/2025-Rental Office Space- Real Estate Rental- INV Related- At Berlin, NH- Start date 01/01/2016- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-16 |
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