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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army | Fort Huachuca | AZ | 03/2018 | 09/2021 |
| Robert Half Staffing | Manchester | NH | 09/2017 | 02/2018 |
| Havenwood Heritage Heights | Concord | NH | 06/2017 | 08/2017 |
| Pharmerica | Concord | NH | 02/2017 | 05/2017 |
| 99 Restaurant | Tilton | NH | 07/2016 | 01/2017 |
| Plymouth State University | Plymouth | NH | 05/2011 | 06/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2021 | 01/2022 |
| Northwestern Mutual Investment Services Llc | Manchester | NH | 09/2021 | 01/2022 |
| Equity Services Inc | Montpelier | VT | 01/2022 | 10/2025 |
| Lpl Financial Llc | Montpelier | VT | 10/2025 | Present |
1) 10/20/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name EastRise Wealth Management -Inv. Related- At reported business location(s) - Start Date 10/20/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-16 |
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