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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2019-10-30 |
Branch Locations
145 Broad Street, Claremont, NH 03743 • United States
106 N Main Street, West Lebanon, NH 03748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zuraw Financial Advisors | Greensboro | NC | 06/2014 | 06/2019 |
| Lpl Financial Llc | Claremont | NH | 08/2019 | Present |
| Claremont Financial Services | Claremont | NH | 07/2019 | Present |
1) 9/10/2019- Claremont Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) 2) 12/27/2024 - CFS - DBA for LPL Business (entity for LPL business) - INV Related- At Reported Business Location(s)- Start date 01/01/2025- 10 Hours Per Month- 10 Hours During Trading 3) 01/22/2025- Pet Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/03/2025- 10 Hours Per Month- 10 Hours During Trading 4) 06/18/2025 - CFS Financial Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start date: 08/01/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
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