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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Financial | Houlton | ME | 01/2022 | Present |
| Machias Savings Bank | Houlton | ME | 06/2015 | 12/2021 |
| Lpl Financial | Houlton | ME | 11/2024 | Present |
1) 10/2024 - Notary / Inv. Related / Houlton, ME 04730 / Start date 03/03/2018 - 1 Hrs per month - 1 % Time Spent 2) 10/2024 - Sage Financial / DBA for LPL Business (entity for LPL business) / Investment Related / HOULTON, ME 04730 / Start date 01/01/2022 - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-29 |
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