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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-15 |
| TX | RA | APPROVED | 2018-03-12 |
| ME | RA | APPROVED | 2003-01-10 |
Branch Locations
707 Sable Oaks Dr Ste 390, S Portland, ME 04106-6953 • United States
Westlake, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | S Portland | ME | 01/2003 | Present |
| Trss Wealth Management, Llc | Scarborough | ME | 10/2003 | 01/2021 |
1. 01/10/2003 - TRSS WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - SELLING LONG TERM CARE, DISABILITY AND FIXED LIFE INSURANCE AND FIXED ANNUITIES. 2. 10/30/2017 - SpruceKPT, LLC - Investment Related - 10 Spruce Ave., Kennebunkport, ME 04046 - Real Estate Rental - Started 09/14/2017 - 20 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-21 |
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