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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-04 |
| MD | RA | APPROVED | 2021-05-03 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1101 Mt Hermon Rd, Salisbury, MD 21804 • United States
7906 Rossville Boulevard, Baltimore, MD 20742 • United States
8630 Snowden River Parkway, Columbia, MD 21045 • United States
12179 Clarksville Pike, Clarksville, MD 21029 • 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 |
|---|---|---|---|---|
| Bb&T Bank | Washington | DC | 05/2011 | 01/2019 |
| Bbtis | Charlotte | NC | 06/2011 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Germantown | MD | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Germantown | MD | 02/2021 | 04/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 02/2021 |
| Lpl Financial Llc | Clarksville | MD | 04/2021 | Present |
| State Employee Credit Union Of Md | Clarksville | MD | 04/2021 | Present |
1)4/2021- SECU Financial Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Clarksville, MD 2)4/2021- Real Estate Rental- Co-owner - Inv. Related- Ocean City MD- start date 5/1/2016- 0hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-26 |
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