Aaron Jacob Burleson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-10-30

MD RA
APPROVED

Since 2025-10-30

Branch Locations

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

1 Bwi Airport, Baltimore, MD 21240 • United States

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

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

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

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

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

One Light Street, Baltimore, MD 21202 • United States

8314 Pulaski Highway, Baltimore, MD 21237 • United States

Severna Park, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
M&T Securities, Inc	Owings Mills	MD	06/2013	06/2021
Lpl Financial Llc	Annapolis	MD	06/2021	Present

06/2013 → 06/2021

M&T Securities, Inc

Owings Mills, MD
06/2021 → Present

Lpl Financial Llc

Annapolis, MD

Previous Registrations

2013-07-02 → 2021-06-09

M&T Securities, Inc.

Annapolis, MD

Baltimore, MD

Owings Mills, MD

Randallstown, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Owings Mills, MD

Baltimore, MD

Randallstown, MD

Baltimore, MD

Baltimore, MD

Timonium, MD

Annapolis, MD

Baltimore, MD

Glen Burnie, MD

Baltimore, MD

Glen Burnie, MD

Glen Burnie, MD

Catonsville, MD

Baltimore, MD

Baltimore, MD

Anne Arundel, MD
2012-12-20 → 2013-06-25

Ameriprise Financial Services, Llc

Severna Park, MD
2011-05-03 → 2013-01-02

Truist Investment Services, Inc.

Salisbury, MD

Ocean City, MD

Easton, MD

Cambridge, MD

Chestertown, MD

Chester, MD

Annapolis, MD

Annapolis, MD

Severna Park, MD

Arnold, MD

Edgewater, MD

Annapolis, MD

Annapolis, MD

Severna Park, MD
2009-05-14 → 2011-05-02

M&T Securities, Inc.

Bel Air, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Havre De Grace, MD

Rising Sun, MD

Elkton, MD

Edgewood, MD

Aberdeen, MD

Baltimore, MD

Baltimore, MD

Aberdeen, MD

Edgewood, MD

Edgewood, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Other Businesses

1. 04/28/2021 - Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-05-15
S63	Uniform Securities Agent State Law Examination	2006-07-18

S66 Uniform Combined State Law Examination

2008-05-15
S63 Uniform Securities Agent State Law Examination

2006-07-18

Other Names

Aaron J. Burleson

View on SEC IAPD