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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-13 |
Branch Locations
2 Portland Sq. Suite 502 , Portland, ME 04101 • United States
2 Portland Sq. Suite 502, Portland, ME 04401 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Portland | ME | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Portland | ME | 07/2016 | 10/2020 |
| Mml Investors Services, Llc | Portland | ME | 03/2017 | 10/2020 |
| Sagepoint Financial, Inc. | Portland | ME | 10/2020 | 09/2023 |
| Osaic Wealth, Inc. | Portland | ME | 09/2023 | 08/2026 |
| Lpl Financial | Portland | ME | 08/2026 | Present |
1. 8/2026 - Varney Financial - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/12/2026 2. 8/2026 - Varney Financial - Non-Variable Insurance - INV REL - 100 Hour(s)/Month – 100 Hour(s) During Trading - Portland ME 04101 - OBA Start date: 08/03/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-19 |
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