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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-22 |
| NH | RA | APPROVED | 2025-09-24 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 07/2015 | 03/2022 |
| Centennial High School | Boise | ID | 09/2013 | 12/2022 |
| Bank Of America, N.A. | Boise | ID | 10/2015 | 03/2022 |
| Fbl Wealth Management, Llc | West Des Moines | IA | 03/2022 | 10/2023 |
| Fbl Marketing Services, Llc | Meridian | ID | 03/2022 | 10/2023 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 10/2023 | 07/2024 |
| Whole Foods | Portsmouth | NH | 10/2024 | 05/2025 |
| Nylife Securities Llc | New York | NY | 10/2024 | 12/2024 |
| Fidelity Personal And Workplace Advisors | Merrimack | NH | 01/2024 | 07/2024 |
| Lpl Enterprise Llc | Wakefield | MA | 09/2025 | Present |
| Unemployed | Raymond | NH | 06/2025 | 08/2025 |
1. 09/02/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Raymond, NH - INV REL - Start Date 08/28/2025 - 160hrs/mth | 160hrs during trading 2. 09/02/2025 - JEREMY SCOTT BRANCH N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Raymond, NH - INV REL - Start Date 08/28/2025 - 160hrs/mth | 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-12 |
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