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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-30 |
| NH | RA | APPROVED | 2025-09-22 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
Keene, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Mandrell Company | Boston | MA | 12/2014 | 04/2022 |
| Fidelity Brokerage Services, Llc | Merrimack | NH | 04/2017 | 05/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2023 |
| Better Homes & Gardens Masiello | Keene | NH | 05/2023 | Present |
| Nh Trust/Nh Mutual Bancorp | Keene | NH | 06/2023 | 09/2025 |
| Infinex Investments, Inc. | Walpole | NH | 06/2023 | 09/2025 |
| Lpl Enterprise, Llc | Wakefield | MA | 09/2025 | Present |
| Osaic Institutions, Inc | Meriden | CT | 06/2023 | 09/2025 |
1. 09/17/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Keene, NH - Start Date 09/15/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 09/17/2025 - ELIZABETH MARIE NEWCOMBE N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Keene, NH - Start Date 09/15/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 09/17/2025 - Elizabeth Newcombe - Real Estate Rental - INV REL - Keene, NH - Start Date 07/01/2024 - 0 HRS/MO | 0 HRS/MO DURING TRADING 4. 09/17/2025 - Better Homes & Gardens Masiello - Mortgage/Real Estate Services - INV REL - Keene, NH - Start Date 05/11/2023 - 3 HRS/MO | 1 HRS/MO DURING TRADING 5. 09/17/2025 - Monadnock Music - Non-Profit Board Member - NOT INV REL - Peterborough, NH - Start Date 08/21/2021 - 3 HRS/MO | 0 HRS/MO DURING TRADING 6. 09/17/2025 - Hygge Properties LLC - Business Owner - NOT INV REL - Keene, NH - Start Date 05/04/2023 - 3 HRS/MO | 0 HRS/MO DURING TRADING 7. 12/01/2025-Aspida-Servicing Agent-Non-Variable Insurance-Inv Related-At Durham, NC-Start date 11/07/2025-1hrs/mth-1hrs/mth during trading 8. 12/09/2025-Fidelity & Guaranty Life-Servicing Agent-Non-Variable Insurance-Inv Related-At Keene, NH-Start date 12/01/2025-1hrs/mth-1hrs/mth during trading 9. 01/12/2026-Chartered Financial Services, LLC-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 12/22/2025-160hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-09 |
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