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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-11-29 |
| PA | RA | APPROVED | 2017-11-29 |
Branch Locations
455 Winding Brook Drive, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Life | Boston | MA | 01/1987 | Present |
| Parmenter Associates | Durham | CT | 01/1990 | Present |
| Stone Insurance Agency | Meridan | CT | 01/1994 | Present |
| Pine Grove Cemetary Corp. | Middletown | CT | 04/1994 | Present |
| National Planning Corporation | Meriden | CT | 02/2003 | 11/2017 |
| Lpl Financial Llc | Glastonbury | CT | 11/2017 | Present |
1. 11/29/2017 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - SELL FIXED INSURANCE - Start Date 07/20/2012 - 2 Hours Per Month - 60% Time Spent. 2. 11/29/2017 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - SALES - Start Date 9/2007 - 40% Time Spent - Gateway Financial Partners - Health, dental, group employee benefits.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2009-02-17 |
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