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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-09 |
| VT | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED_RES | 2023-06-15 |
Branch Locations
850 Main Street, Bridgeport, CT 06604 • United States
6 Main Street, Springfield, VT 05156 • United States
190 Maple Street, White River Junction, VT 05001 • United States
57 South Main St, Chester, VT 05143 • United States
213 Main St., Ludlow, VT 05149 • United States
2 The Green, Woodstock, VT 05091 • United States
25 The Square, Bellows Falls, VT 05101 • United States
58 Main St., Putney, VT 05346 • United States
597 Vermont Route 30, Newfane, VT 05345 • United States
479 Canal St, Brattleboro, VT 05301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People's Securities Inc | Bridgeport | CT | 08/2015 | Present |
| People's United Advisors, Inc | Bridgeport | CT | 05/2018 | Present |
| Lpl Financial Llc | Montpelier | VT | 08/2022 | Present |
| Lpl Financial Llc | Montpelier | VT | 08/2022 | Present |
1. 08/18/2022 - Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor - Start Date - 08/18/2022 - 160 Hours Per Month/150 Hours During Securities Trading. 2. 08/18/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Start Date - 08/18/2022 - 1 Hours Per Month/1 Hours During Securities Trading - Notarize documents at request.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-29 |
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