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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-02-14 |
Branch Locations
326 State Street Ste 202, New London, CT 06320 • 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 |
|---|---|---|---|---|
| American Bookkeeping Co. | New London | CT | 07/2010 | Present |
| Invest Financial Corp. | New London | CT | 11/2015 | 02/2018 |
| Lpl Financial Llc | New London | CT | 02/2018 | Present |
1. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - Start Date 2007 - OBQ ID # 158213. 2. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03766 - Real Estate Rental - Owner - OBQ ID # 158287. 3. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03766 - Real Estate Rental - Owner - OBQ ID # 158286. 4. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03766 - Real Estate Rental - Owner - OBQ ID # 158285. 5. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03766 - Real Estate Rental - Owner - OBQ ID # 158284. 6. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03766 - Real Estate Rental - Owner - OBQ ID # 158278. 7. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03766 - Real Estate Rental - Owner - OBQ ID # 158277. 8. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03766 - Real Estate Rental - Owner - OBQ ID # 158269. 9. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158267. 10. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158264. 11. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158261. 12. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158259. 13. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158255. 14. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158252. 15. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158249. 16. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158245. 17. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158242. 18. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158239. 19. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158237. 20. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158236. 21. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158233. 22. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158230. 23. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03784 - Real Estate Rental - Owner - OBQ ID # 158225. 24. 02/14/2018 - Princeton Realty Holdings - Not Investment Related - Lebanon, NH 03766 - Real Estate Rental - Owner - OBQ ID # 158288. 25. 02/14/2018 - American Bookkeeping Co. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner/Accountant - Start Date 2010.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-06 |
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