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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-04-01 |
| TX | RA | APPROVED_RES | 2022-03-31 |
Branch Locations
1717 Pennsylvania Ave Nw Suite 325, Washington, DC 20006 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services. Lp | Hanover | MD | 09/2016 | 10/2017 |
| Adventus Veritas Llc | Beltsville | MD | 10/2017 | 02/2020 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 01/2018 | 04/2020 |
| Ubs Financial Services Inc | Washington | DC | 04/2020 | 03/2022 |
| Lpl Financial Llc | Washington | DC | 03/2022 | Present |
1) 03/31/2022 - Beltway Real Estate LLC - Business Owner - Co-Owner - Non-Inv Rel - Derwood, MD - Start: 04/2021 2) 03/31/2022 - Real Estate Development Company - Business Owner - Owner - Non-Inv Rel - Derwood, MD - Start: 01/2018 3) 03/31/2022 - Beltway Wealth Management Powered by LPL Financial - Other - Employee Model Brand Name - Start Date 03/31/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-23 |
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