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LINDSAY-MAE HARTMAN
LINDSAY LEVESQUE, LINDSAY-MAE LEVESQUE
CRD#: 4054914
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 225 Wyman Street
Waltham, MA 02451
Registration History
20002002200420062008201020122014201620182020202220242026IAADVICE AND PLANNING SERVICES (CRD# 20472)2016 - Present (9 years)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2005 - Present (19 years)BCCO INVESTMENT SERVICES CORP. (CRD# 39550)2003 - 2005 (2 years)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)1999 - 2003 (3 years)
License(s)

State Registrations

B
Connecticut 6/9/2005

B
New Hampshire 6/9/2005

B
Maine 6/9/2005

B
New York 6/9/2005

B
Massachusetts 6/9/2005

B
Rhode Island 6/9/2005

IA
Massachusetts 11/9/2020

B
Vermont 6/9/2005

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
225 Wyman Street, Waltham, MA 02451
Hopkinton, MA
Registered with this firm since 1/8/2016

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
225 Wyman Street, Waltham, MA 02451
Hopkinton, MA
Registered with this firm since 6/9/2005

Previous Registration(s)
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B
02/14/2003 - 06/10/2005 CCO INVESTMENT SERVICES CORP. (CRD#:39550) JOHNSTON, RI
B
11/05/1999 - 02/11/2003 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) SMITHFIELD, RI
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.