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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-06-09
  • MD RA
    APPROVED
    Since 2021-06-09

Branch Locations

8493 Ft. Smallwood Rd., Pasadena, MD 21122 • United States

7500 B Connelley Dr., Hanover, MD 21076 • United States

One Light Street, Baltimore, MD 21202 • United States

1 Bwi Airport, Baltimore, MD 21240 • United States

10090 Southern Md Blvd., Dunkirk, MD 20754 • United States

510 Soloman'S Island Rd., Prince Frederick, MD 20678 • United States

632 E Bayfront Rd., Deale, MD 20751 • United States

568 Ritchie Highway, Severna Park, MD 21146 • United States

Severna Park, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
M&T Securities Baltimore MD 07/2011 Present
M&T Bank Baltimore MD 07/2011 Present
Lpl Financial Llc Annapolis MD 06/2021 Present
  • 07/2011 → Present
    M&T Securities
    Baltimore, MD
  • 07/2011 → Present
    M&T Bank
    Baltimore, MD
  • 06/2021 → Present
    Annapolis, MD
Previous Registrations
  • 2011-07-19 → 2021-06-09
    M&T Securities, Inc.
    Baltimore, MD
    Annapolis, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Hanover, MD
    Riviera Beach, MD
    Annapolis, MD
    Annapolis, MD
    Baltimore, MD
    Arnold, MD
    Baltimore, MD
  • 2005-12-02 → 2011-07-12
    Msi Financial Services, Inc.
    Elkridge, MD
    Elkridge, MD
    Springfield, MA
    Springfield, MA
    Rockville, MD
    Elkridge, MD
    Columbia, MD
  • 2001-05-09 → 2006-01-10
    Metlife Investment Fund Services Llc
    Columbia, MD
Other Businesses

1. 05/03/2021 - Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-09
  • S66 Uniform Combined State Law Examination
    2000-08-09
Designations
Other Names
  • Jenny Lynn Monson
  • Jenny Lynn Monson

View on SEC IAPD

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