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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2020-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | St. Johnsbury | VT | 08/2014 | 05/2020 |
| Lpl Financial | St. Johnsbury | VT | 06/2020 | Present |
1)08/2014 - DBA for LPL Business (entity for LPL business) - Ridgeline Wealth Management LLC - 100% - INVESTMENT RELATED - SAINT JOHNSBURY, VT 05819 2)2019 - Non-Profit Board Member - CAHOON MOTORSPORTS - 40HRS/MO 0HRS DURING TRADING - NOT INVESTMENT RELATED - WATERFORD, VT 05819 3) 10/10/2022 - Ridgeline Wealth Management - Not Investment Related - At Reported Business Location(s) - Other - Promissory Note - Start Date - 11/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
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