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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-07-17 |
Branch Locations
22730 Three Notch Rd, California, MD 20619 • United States
200 Westgate Cir, Annapolis, MD 21401 • United States
1101 Maiden Choice Lane, Baltimore, MD 21229 • United States
12905 Ocean Gateway, Ste B, Ocean City, MD 21842 • United States
8010 Matthews Rd, Bryans Road, MD 20616 • United States
30165 Three Notch Rd, Charlotte Hall, MD 20622 • United States
1434 Rolkin Court, Suite 301, Charlottesville, VA 22911 • United States
202 Centennial St, La Plata, MD 20646 • United States
0321 Southern Maryland Blvd., Dunkirk, MD 20754 • United States
5831 Plank Road, Fredericksburg, VA 22407 • United States
101 Drury Drive, La Plata, MD 20646 • United States
425 Willaim Street, Fredericksburg, VA 22401 • United States
3035 Leonardtown Road, Waldorf, MD 20601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 01/2015 | 07/2023 |
| Community Bank Of The Chesapeake | Waldorf | MD | 12/2014 | 07/2023 |
| Lpl Financial | Waldorf | MD | 07/2023 | Present |
| Shore United Bank | Waldorf | MD | 07/2023 | Present |
1) 07/14/2023 - Wye Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 09/01/2023 - BSMG - Non-Variable Insurance - VP, Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 2 Hours Per Month/ 2 Hours During Trading 3) 09/19/2023 - Highland Capital - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 10 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-30 |
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