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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
132 A Industry Lane, Forest Hill, MD 21050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 01/1996 | 12/2020 |
| Prudential Insurance Company Of America | Forest Hill | MD | 12/2020 | Present |
| Pruco Securities, Llc. | Forest Hill | MD | 12/2020 | 11/2024 |
| Agk Insurance Agency Inc | Forest Hill | MD | 09/1993 | Present |
| Lpl Enterprise, Llc | Forest Hill | MD | 11/2024 | Present |
1) 03/07/2025- A.G.K. Insurance Agency, Inc.- Non-Variable Insurance/Insurance Agency- CareFirst Blue Cross Blue Shield, Kelly & Associates Insurance Group, AllState Medicare Supplement, Ameritas Dental, Corporate Coverage- inv. related- at Forest Hill, MD- start date 08/17/1988- 10hrs/mnth-5hrs during trading 2) 03/10/2025- St. Ignatius Church Hickory- Outside/W-2 Employment- not inv. related- at Forest Hill, MD- start date 09/30/2023- 0hrs/mnth-0hrs during trading 3) 10/30/2025-AGK Financial Services-Principal-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 11/01/2024-150hrs/mth-7hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-27 |
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