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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-28 |
| NH | RA | APPROVED | 2023-03-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Concord | NH | 07/2011 | 09/2017 |
| Bank Of America, N.A. | Concord | NH | 08/2011 | 09/2017 |
| Ameriprise Financial Services Inc | Portsmouth | NH | 09/2017 | Present |
| Sugar River Bank | Newport | NH | 03/2023 | Present |
| Lpl Financial | Newport | NH | 03/2023 | Present |
1) 2/2023- Sugar River Bank- Financial Institution Duty/Financial Advisor- Newport, NH- start date 2/28/23- 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-09 |
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