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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrack Investment Management | South Burlington | VT | 04/2022 | 02/2026 |
| Unemployed | Charlotte | VT | 01/2022 | 04/2022 |
| Vtprivateye | Burlington | VT | 09/2021 | 01/2022 |
| Unemployed | Charlotte | VT | 07/2020 | 09/2021 |
| Howie Carr Show Enterprises | Needham | MA | 06/2019 | 07/2020 |
| College Of The Holy Cross | Worcester | MA | 09/2018 | 06/2019 |
| University Of Oxford | Oxford | 09/2017 | 06/2018 | |
| College Of The Holy Cross | Worcester | MA | 09/2015 | 09/2017 |
| Vermont State's Attorney's Office | Burlington | VT | 06/2018 | 09/2018 |
| Community Financial Services Group | Barre | VT | 03/2026 | Present |
| Lpl Financial | Barre | VT | 03/2026 | Present |
1. 03/2026 - Community Financial Services Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/16/2026 2. 03/2026 - University of Vermont - Teacher Paid by School or University - Not Investment Related - 04 Hrs/Mth - 00 Hrs During Trading - Burlington, VT 05401 - OBA Start Date: 02/26/2026 3. 03/2026 - Notary - Notary - Investment Related - 01 Hrs/Mth - 00 Hrs During Trading - Charlotte, VT 05445 - OBA Start Date: 09/21/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-16 |
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