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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-27 |
| MD | RA | APPROVED | 2019-05-30 |
Branch Locations
110 West Rd Ste 415, Towson, MD 21204 • United States
5901 Sun Boulevard Ste 206, St Petersburg, FL 33715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 05/2019 |
| Lpl Financial Llc | Baltimore | MD | 05/2019 | Present |
| Weber & Messick, P.A. | Baltimore | MD | 01/2006 | Present |
1. 05/30/2019 - WeberMessick Wealth Management/WeberMessick - Non-Variable Insurance - inv rel - At reported business location(s) - start: 01/01/2001 - 10 hr/mth 1 Hrs During Trading 2. 05/30/2019 - WeberMessick Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - At reported business location(s) - Started 06/22/2018 - 160 Hours Per Month/40 Hours During Securities Trading 3. 05/30/2019 - WeberMessick - Tax Prep/Accounting/CPA - inv rel - BALTIMORE, MD - start: 01/6/2006 - 15 Hours Per Month/1 Hours During Securities Trading 4. 05/30/2019 - WEBER & MESSICK INVESTMENT MANAGEMENT, INC. - Business Entity For Tax/Investment Purposes Only - non-inv rel - BALTIMORE, MD - start: 1/5/2006 - 160 Hours Per Month/8 Hours During Securities Trading 5. 05/30/2019 - WM Realty Holdings, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - BALTIMORE, MD - start: 12/1/2016 - 0 Hours Per Month/0 Hours During Securities Trading 6. 05/30/2019 - Musician - Non-inv rel - Bel Air, MD - Start: 01/1/2016 - 4 hr/mth 0 Hrs During Trading 7. 05/30/2019 - WeberMessick - DBA for LPL Business (entity for LPL business) - inv rel - At reported business location(s) - Start: 6/22/2018 - 160 hr/mth 8 Hrs During Trading 8. 5/30/2019 - 1740 E Joppa Road, LLC - Investment Related - Baltimore MD - Real Estate Rental - Started 07/01/2016 - 10 Hours Per Month/0 Hours During Securities Trading 9. 07/31/2024 - WM Wealth Management Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Stat Date 06/01/2024 - 160 Hours Per Month/ During Trading 10. 06/26/2025 - WeberMessick Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Stat Date:07/01/2025 - 80 Hrs/Mth - 80 Hrs During Trading. 11.07/15/2025 - Coastal Coordinating - Outside/W-2 Employment - Investment Related - Seminole, FL - Start date: 07/19/2025 - 08 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-02 |
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