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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-05-15 |
Branch Locations
55 Orchard Road, Saint Albans, Vt, VT 05478 • United States
275 Kennedy Dr, South Burlington, VT 05403 • United States
1 Court St., Middlebury, VT 05753 • United States
1 Carmichael St, Essex Junction, VT 05452 • United States
100 Panton Road, Vergennes, VT 05491 • United States
84 Pine Steet, Burlington, VT 05402 • United States
4 Centre Drive, Milton, VT 05468 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capron Lighting & Sound Inc | Needham | MA | 04/2011 | Present |
| Dark Star Lighting | Hinesburg | VT | 07/2015 | 10/2021 |
| New York Life Insurance Co. | Colchester | VT | 06/2017 | 10/2021 |
| Nylife Securities Llc | Colchester | VT | 12/2017 | 10/2021 |
| Valic Financial Advisors, Inc. | Nashua | NH | 10/2021 | 06/2023 |
| Agia | Houston | TX | 12/2022 | 06/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2023 | 05/2025 |
| Vermont Federal Credit Union | South Burlington | VT | 06/2023 | Present |
| Lpl Financial Llc | Essex Junction | VT | 05/2025 | Present |
1- 05/2025 / Vermont Federal Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-27 |
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