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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-06 |
| MA | RA | APPROVED | 2022-05-18 |
| NH | RA | APPROVED | 2022-05-18 |
Branch Locations
839 Hanover Street, Manchester, NH 03104 • United States
200 Mcgregor St, Manchester, NH 03102 • United States
603 Nashua St Rt 101A, Milford, NH 03055 • United States
48 Perimeter Rd, Manchester, NH 03103 • United States
207 D.W. Hwy, Manchester, NH 03104 • United States
50 Nashua Road, Londonderry, NH 03053 • United States
234 Elm Street, Manchester, NH 03101 • United States
3 Winnhaven Dr, Hudson, NH 03051 • United States
14 Spruce Street, Nashua, NH 03060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 09/2013 | 12/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2013 | Present |
| St Mary's Bank | Manchester | NH | 01/2018 | Present |
| Lpl Financial Llc | Manchester | NH | 05/2022 | Present |
1. 05/18/2022 - St. Mary's Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading. 2. 05/18/2022 - St. Mark's Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor - Start Date: 01/03/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-29 |
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