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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-05-30 |
Branch Locations
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 |
| Macdonald & Weber, P.A. | Baltimore | MD | 05/1984 | Present |
1) 5/30/19- WeberMessick- DBA for LPL Business (entity for LPL business)- Inv . Related- Baltimore, MD- start date 6/22/2018- 160hrs/mth- 100% 2) 5/30/19- WeberMessick Wealth Management- DBA for LPL Business (entity for LPL business)- Inv . Related- Baltimore, MD-start date 6/22/2018- 160hrs/mth- 100% 3) 5/30/19- 1740 E Joppa Road, LLC- Real Estate Rental- Owner -Inv. Related- Baltimore, MD- start date 7/1/2016- 10hrs/mth- 10% 4) 5/30/19- WEBER & MESSICK INVESTMENT MANAGEMENT, INC.- Business Entity For Tax/Investment Purposes Only- Inv. Related- start date 1/5/2006- 160hrs/mth- 80% 5) 5/30/19- WM Realty Holdings, LLC- Business Entity For Tax/Investment Purposes Only- Owner - non-inv. related- Baltimore, MD -0% 6) 5/30/19- Weber & Messick, P.A. DBA WeberMessick- Tax Prep/Accounting/CPA- Inv. Related- start date 1/6/2018- 15hrs/mth- 10%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-24 |
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