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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2009-03-13 |
| NH | RA | APPROVED | 2008-12-05 |
Branch Locations
183 Rockingham Rd, Windham, NH 03087 • United States
43 Constitution Dr., Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bedford | NH | 08/2008 | Present |
| Olbricht Kiley Group Llc | Hampstead | NH | 11/2011 | Present |
(1) 08/07/2008: BISYS, First American, etc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 1% Time Spent - Selling group term, fixed life, D.I., fixed annuities (2) 08/07/2008: No Business Name - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 1% Time Spent - NPA is my OSJ and also serves as the marketing entity for my financial services business (3) 02/09/2010: Northeast Planning Associates, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (4) 09/20/2016: Olbricht Kiley Group, LLC - CPA Affiliate Program - Investment Related - 6 Mary E. Clark Drive, Unit 6, Hampstead, NH 03841 - Start 09/09/2016 - 152 Hr/Mo; 8 Hour(s) During Securities Trading - Member/Partner of LLC, Olbricht Kiley Group, LLC, a professional CPA firm providing accounting and tax advice and consulting services. The trade name being used is OSGroup CPAs & Business Advisors. One of the partners left, so the name & ownership percentages changed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-04 |
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