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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-12 |
| VA | RA | APPROVED | 2019-09-05 |
Branch Locations
25020 Shore Parkway, Ste 2B, Onley, VA 23418 • United States
1408 S. Salisbury Blvd, Ste 3, Salisbury, MD 21801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Berlin | MD | 12/2011 | 12/2016 |
| Kestra Investment Services, Llc | Onley | VA | 12/2016 | 09/2019 |
| Lpl Financial Llc | Onley | VA | 09/2019 | Present |
1)9/5/19- Chesapeake Investment Planning LLC- DBA for LPL Business (entity for LPL Business)- INVESTMENT RELATED - ONLEY, VA - start date 12/2016- 100% 2)9/5/19- 5&2 PARTNERS LLC - BUSINESS ENTITY/TAX INVESTMENT PURPOSES ONLY- Inv. Related- Onley, VA- start date 12/15/16- 1% 3) 04/25/2023 - No Business Name - Not Investment Related - Maryland - Outside/W-2 Employment - Girls High School Lacrosse Official - Start Date 04/03/2023 - 16 Hours Per Month/1 Hours During Securities Trading 4) 03/08/2022 - Delaware Life - Investment Related - At Reported Business Location(s) - trail commisions on FIA - Start Date 11/15/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-05 |
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