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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Newport | NH | 07/2008 | 05/2024 |
| Lpl Financial | Newport | NH | 05/2024 | Present |
1) 05/2024 - Torrey and Sally Greene / Real Estate Rental / Owner / Inv. Related / Alstead, NH / Start date 06/01/1986 - 5 Hrs per month - 1 % Time Spent 2) 05/2024 - Greene & Associates Integrated Retirement Strategies / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 10 Hrs per month - 5 % Time Spent 3) 05/2024 - Seneca Insurance Agency, LLC / Insurance Agency / Inv. Related / Owner/Agent / Newport, NH / Start date 03/30/2009 - 1 Hrs per month - 1 % Time Spent 4) 05/2024 -Greene and Associates Integrated Retirement Strategies / Insurance Agency / Owner/Agent / Inv. Related / Newport NH / Start date 09/01/2004 - 4 Hrs per month - 1% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-19 |
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