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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-17 |
| TX | RA | APPROVED | 2021-12-09 |
| MD | RA | APPROVED | 2021-07-02 |
Branch Locations
5870 Hubbard Drive, Rockville, MD 20852 • United States
20130 Lakeview Center Plaza Ste 400, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rockville | MD | 10/2007 | Present |
| Stratos Wealth Partners, Ltd | Rockville | MD | 02/2016 | 06/2021 |
1. 1/31/2017 - VINTAGE FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/16/2016 - 160 Hours Per Month During Securities Trading. 2. 1/31/2017 - JJRLK, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 02/11/2016 - 0 Hours Per Month - Business entity for tax purposes. 3. 4/12/2018 - Vintage Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/23/2018 - 10 Hours Per Month/1 Hour During Securities Trading - Life, Health, Disability, LTC, Fixed annuities. 4. 03/31/2022 - VRP, LLC - Investment Related - Rockville, Maryland 20852 - Real Estate Rental - Start Date - 04/11/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading. 5. 10/17/2023 - Medicare Ph.D. - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 10/05/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-10 |
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