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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-07-06 |
Branch Locations
74 Pearl St, Essex Junction, VT 05452 • United States
141 Harvest Ln, Williston, VT 05495 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcgillicuddy'S Alehouse | Williston | VT | 06/2021 | 08/2021 |
| Myrtlesue Enterprises Inc | Shelburne | VT | 10/2020 | 10/2020 |
| And Sons Hospitality Group | Newyork | NY | 04/2023 | 05/2024 |
| Panera | Williston | VT | 10/2019 | 09/2020 |
| Society For Humanistic Judaism | Remote | NY | 03/2024 | 04/2024 |
| Fidelity Investments | Durham | NC | 06/2024 | 03/2025 |
| Jordan & Jordan | Newyork | NY | 06/2022 | 04/2023 |
| Mount Mansfield Union Highschool | Jericho | VT | 08/2016 | 08/2017 |
| Champlain Valley Union Highschool | Hinesburg | VT | 08/2017 | 08/2020 |
| Community College Of Vermont | Winooski | VT | 08/2019 | 08/2020 |
| Parsons (The New School) | Newyork | NY | 08/2020 | 08/2023 |
| Key Investment Services Llc | Brooklyn | OH | 04/2025 | 06/2025 |
| Key Investment Services Llc | Brooklyn | OH | 06/2025 | 06/2026 |
| Lpl Financial Llc | Essex Junction | VT | 07/2026 | Present |
| Eastrise Credit Union | Essex Junction | VT | 07/2026 | Present |
1: 07/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name EastRise Wealth Management - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
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