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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-22 |
| ME | RA | APPROVED | 2003-01-10 |
Branch Locations
707 Sable Oaks Dr Ste 390, S Portland, ME 04106-6953 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | S Portland | ME | 01/2003 | Present |
| Trss Wealth Management, Llc | Scarborough | ME | 10/2003 | 01/2021 |
1. 12/27/2002: TRSS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s). 2. 2/11/2003: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - SELL LTC, DISABILITY, FIXED LIFE, FIXED ANNUITIES. 3. 3/17/2011: Gray Water District - Not Investment Related - Gray, Maine - Non-Profit Board Member - Time Spent 1%. 4. 11/20/2017 - No Business Name - Investment Related - Gray, Maine 04039 - Real Estate Rental - Started 03/30/2015 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-04 |
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