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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-12-23 |
Branch Locations
25 New Hampshire Ave. Ste 276, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Portsmouth | NH | 06/2024 | Present |
| Ft Education (Insurance Producer: Life, Accident, Health--Nh) | Hollis | NH | 04/2024 | 06/2024 |
| Cornerstone/The Church Ambassador Network Of Nh | Manchester | NH | 03/2018 | 03/2024 |
| Silvercloud, Inc. | Portsmouth | NH | 08/2016 | 02/2018 |
1)05/21/2025 - Northeast Planning Associates - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/21/2025 - Flexion Hub LLC - Business Owner - Non-Inv Rel - Hollis, NH - Start: 02/2024 - 10 Hr/Mth 3) 05/21/2025 - Real Estate Rental - Co-Owner - Inv Rel - Hollis, NH - Start: 06/2022 - 8 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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