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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2013-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Timonium | MD | 03/2013 | Present |
1. 2/19/2013 - PUSHKIN & PUSHKIN, INC. - Investment Related - Third Party Administrator (TPA) - President - Time Spent 100%. 2. 2/19/2013 - ATTORNEY - LICENSED BUT CURRENTLY DO NOT PRACTICE - NO TIME SPENT - TIMONIUM, MD 3. 09/17/2015 - Pushkin & Pushkin, Inc. - NOT INV REL - 30 East Padonia Road, Suite 406, Timonium, MD 21093 - Other - Expert Witness - START 09/15/2015 - 10 HOURS PER MONTH, 1 DURING TRADING - Acting as expert witness in divorce and personal injury cases with regard to actuarial calculations performed. 4. 5/19/2016: Pushkin & Pushkin, Inc. PSP - Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 05/03/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Trustee, Pushkin & Pushkin, Inc. Profit Sharing Plan. 5. 11/01/2016 - No Business Name - Non-Variable Insurance-commission trails only - INV REL - 30 East Padonia Road, Suite 406 Timonium, MD 210933 - Start 10/30/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - fixed insurance commission trails 6. 09/16/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 03/03/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Tax Prep. 7. 11/18/2024 - Other - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 11/14/1983 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-06 |
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