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Torrey Leslie Greene

LPl Financial LLC

Amherst, NH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-05-31
  • NH RA
    APPROVED
    Since 2024-05-31

Branch Locations

5 Northern Blvd Unit 10, Amherst, NH 03031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Securities Corporation Newport NH 07/2008 05/2024
Lpl Financial Newport NH 05/2024 Present
  • 07/2008 → 05/2024
    Lincoln Financial Securities Corporation
    Newport, NH
  • 05/2024 → Present
    Lpl Financial
    Newport, NH
Previous Registrations
  • 2004-01-13 → 2024-05-17
    Osaic Fs, Inc.
    Newport, NH
    Newport, NH
  • 1996-07-15 → 2009-08-25
    Independent Advisers Group Corp
    Newport, NH
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-24
S63 Uniform Securities Agent State Law Examination 1985-09-19
  • S65 Uniform Investment Adviser Law Examination
    1999-06-24
  • S63 Uniform Securities Agent State Law Examination
    1985-09-19

View on SEC IAPD

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