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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-01 |
| VT | RA | APPROVED | 2018-03-26 |
Branch Locations
1330 Shelburne Rd, South Burlington, VT 05403 • United States
150 Bank Street, Burlington, VT 05401 • United States
1 Taft Corners Shpg. Ctr., Williston, VT 05495 • United States
2 Commonwealth Ave, Essex Jct, VT 05452 • United States
80 Canal St, Manchester, NH 03101 • United States
118 N Main St, Concord, NH 03301 • United States
210 West St, Keene, NH 03431 • United States
221 Main St, Nashua, NH 03060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Burlington | VT | 06/2017 | Present |
| Nbt Bank | Burlington | VT | 10/2017 | Present |
| Castelton University | Castelton | VT | 08/2013 | 05/2017 |
| University Of Vermont | Burlington | VT | 08/2014 | 05/2017 |
| Nbt Capital Management Inc(Columbia Ridge Capital Managementinc) | Johnson City | NY | 02/2019 | 01/2021 |
1) 05/02/2019 - NBT INVESTMENT SERVICES - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:5/2/2019. 2) 02/20/2024 - The Country Club of Barre, Inc. - Non-Inv Related - Barre, VT - For Profit Board Member - Started: 1/22/2024 - 2 Hrs/mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-23 |
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