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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-28 |
| ME | RA | APPROVED | 2025-05-27 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Petersburg, FL • United States
1006 Broadway, South Portland, South Portland, ME 04106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elder Planning Advisors Of Maine, Inc. | South Portland | ME | 11/1996 | 12/2021 |
| Old Port Advisors, Inc. | Portland | ME | 09/2021 | 05/2025 |
| Cpr Advisory, Inc. | St. Petersburg | FL | 07/2021 | 05/2025 |
| Clifford P. Ryan | St. Petersburg | FL | 10/2021 | 05/2025 |
| Lpl Financial, Llc | South Portland | ME | 05/2025 | Present |
1. Start Date: - 06/01/1990 - Clifford P. Ryan, Sole Proprietor - Non-Variable Insurance - Investment Related - South Portland, ME 04106 -1 Hrs/Mth - 1 Hrs During Trading. - Time Spent: 1 2. Start Date: - 5/27/2025 - Legacy Point Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - South Portland, ME 04106 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 100 3. Start Date: -09/15/2021 - CPR Advisory, Inc. - Business Entity For Tax/Investment Purposes Only - Not investment Related - South Portland, ME 04106 -2 Hrs/Mth - 1 Hrs During Trading. - Time Spent: 5 4. Start Date: -05/01/2007 - The Clifford P. Ryan Revocable Trust - Real Estate Rental - Investment Related - Petersburg, FL 33705 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 1 5. Start Date: - 07/01/1996 - 1006 Broadway, South Portland, ME 04106 - Real Estate Rental - Investment Related - South Portland, ME 04106 - 2 Hrs/Mth - .02 Hrs During Trading. - Time Spent: 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-20 |
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