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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 12/2023 | 08/2024 |
| Weaver Brothers Construction Company | Bow | NH | 08/2022 | 12/2023 |
| Mason & Rich | Concord | NH | 05/2022 | 07/2022 |
| Voyager Digital. Ltd | N/A | XX | 08/2020 | 06/2022 |
| Rg Gosselins Inc | Derby | VT | 04/2020 | 07/2020 |
| Weaver Brothers Construction Company | Bow | NH | 04/2019 | 07/2019 |
| 43 Degrees North | N/A | XX | 08/2018 | 06/2019 |
| Ducharme Excavating Llc | Debry Line | VT | 05/2018 | 07/2018 |
| Albertus Magnus College | New Haven | CT | 07/2019 | 12/2022 |
| Bishop Brady High School | Concord | NH | 07/2017 | 05/2018 |
| Stanstead College | Stanstead | XX | 01/2013 | 07/2017 |
| Lpl Financial Llc | Newport | VT | 09/2024 | Present |
| Community Financial Services Group | Newport | VT | 09/2024 | Present |
1- 09/2024 / CFSG Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 09/2024 / Community Financial Services Group LLC / Financial Institution Duty / Investment Related / 40 hrs mth / 8 hrs during trading / Newport, Vermont / Start date: 09/03/204
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-27 |
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