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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED_RES | 2026-07-28 |
Branch Locations
100 West Road, Suite 408, Towson , MD 21204 • United States
100 West Road, Suite 408, Towson, MD 21204 • 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 |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc. | Towson | MD | 08/1997 | 04/2017 |
| Penn Mutual Life Ins Co | Horsham | PA | 08/1997 | 04/2017 |
| Lincoln Financial Advisors | Lutherville | MD | 04/2017 | 01/2025 |
| Osaic Wealth, Inc. | Towson | MD | 01/2025 | 07/2026 |
| Lpl Financial | Towson | MD | 07/2026 | Present |
1.07/27/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Okun Financial Group; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 160hrs/mth; 160hrs during trading 2.07/27/2026; WPO; Non-profit volunteer (not on board); Not Investment Related; New York,NY; Start Date 06/01/2018; 2hrs/mth; 1hrs during trading 3.08/18/2026; Nexus Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/17/2017; 5hrs/mth; 3hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-06 |
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