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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-02-17 |
| MD | RA | APPROVED | 2022-02-16 |
Branch Locations
Washington, DC • United States
5100 Buckeystown Pike #250, Frederick, MD 21704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Financial Group | Washington | DC | 06/2013 | Present |
| Voya Financial Advisors | Washington | DC | 09/2014 | 11/2021 |
| Lpl Financial Llc | Washington | DC | 02/2022 | Present |
1) 2/2022- FRONTIER FINANCIAL GROUP- Non-Variable Insurance- Agent - inv. related- Washington, DC- start date 6/2013- 5hrs/mth 2) 2/2022 - FRONTIER FINANCIAL GROUP- DBA for LPL Business (entity for LPL business) - inv. related- Washington, DC 3) 06/2024 - Waterford Wealth Management - Inv related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/1/2024 - 10 Hrs/Mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-02 |
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