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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-04 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2016 | 06/2017 |
| Unemployed | Rindge | NH | 06/2017 | 11/2017 |
| Us Cellular | Keene | NH | 11/2017 | 07/2018 |
| Community Financial Services Group | South Burlington | VT | 07/2018 | 03/2023 |
| Cetera Advisor Networks | El Segundo | CA | 01/2019 | 09/2020 |
| Lpl Financial Llc | South Burlington | VT | 09/2020 | 03/2023 |
| Massmutual Life Insurance Company | Burlington | VT | 02/2023 | 08/2025 |
| Mml Investors Services, Llc | Burlington | VT | 03/2023 | 08/2025 |
| Lpl Financial Llc | Montpelier | VT | 08/2025 | Present |
| Eastrise Credit Union | Montpelier | VT | 08/2025 | Present |
1) 7/28/25- EastRise Credit Union - DBA for LPL Business (entity for LPL business) - Inv. Related - At reported business location(s) 2) 7/29/25- White Mountain Investments - Business Entity For Tax/Investment Purposes Only- Sole owner of LLC- Non-Inv. Related- Stowe, VT- start date 4/2023- 1% 3) 7/29/25- Real Estate Rental- co property owner with spouse - Inv. Related- Stowe, VT- start date 1/2022- 1hr/month - 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-25 |
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