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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-04-23 |
| VT | RA | APPROVED | 2024-07-02 |
| MD | RA | APPROVED | 2023-06-01 |
| CT | RA | APPROVED | 2022-08-17 |
Branch Locations
129 Federal Road, Parsonsfield, ME 04047 • United States
17 Walker Street, Kittery, ME 03904 • United States
790 Main Street, Westbrook, ME 04092 • United States
439 Us Route 1, Scarborough, ME 04074 • United States
8 Norton Street, South Berwick, ME 03908 • United States
1597 Post Road, Wells, ME 04090 • United States
11 Woodbridge Road, York, ME 03909 • United States
15 Hinckley Drive, South Portland, ME 04106 • United States
233 Main Street, Yarmouth, ME 04096 • United States
112 Maine Street, Brunswick, ME 04011 • United States
3 Elm St, Kennebunkport, ME 04046 • United States
100 Main Street, Kennebunk, ME 04043 • United States
188 U.S. Route 1, Falmouth, ME 04105 • United States
28 Adams St, Biddeford, ME 04005 • United States
350 Fore St, Portland, ME 04101 • United States
850 Main Street, Bridgeport, CT 06604 • United States
22 South Green St., Baltimore, MD 21201 • United States
Danbury, CT • United States
322 Maple St, Marlborough, MA 01752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Rochester | NY | 01/2016 | 10/2018 |
| Farmers Financial Solutions | Rochester | NY | 02/2016 | 10/2018 |
| Allstate Insurance Company | Rocky Hill | CT | 03/2019 | 03/2020 |
| Unemployed | Rochester | NY | 10/2018 | 03/2019 |
| People's Securities, Inc | Bridgeport | CT | 05/2020 | Present |
| Lpl Financial Llc | Bridgeport | CT | 08/2022 | Present |
1. 09/28/2023 - Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) - Start Date 08/22/2022 - 160 Hours Per Month/ 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-24 |
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