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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-15 |
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
1447 York Road Suite 801, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Columbia | MD | 03/2002 | 08/2024 |
| Lpl Financial Llc | Lutherville | MD | 08/2024 | Present |
1) 06/18/2024 - Early April Way Properties - Real Estate Rental - Owner of rental property - MD 21046 - Investment related - 1 Hour per month - Start date: 08/01/2009. 2) 06/18/2024 - Thabto Wealth Services - Business Entity For Tax/Investment Purposes Only - MD 21723 - Non investment related - 1% Time spent - Start date: 01/01/2001. 3) 06/18/2024 - Academy Financial INC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 20 Hours per month. 4) 07/31/2024 - Academy Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 04/2022 - 3 Hr/Mth 5) 06/17/2026 - Pilot - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 15 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-24 |
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