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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-23 |
Branch Locations
108 W Timonium Rd Ste 202, Timonium, MD 21093-7320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Timonium | MD | 08/2009 | Present |
| Maryland Financial Group, Inc. Dba Duncan Investment Partners | Rockville | MD | 03/2020 | Present |
| Lpl Financial | Timonium | MD | 08/2009 | 04/2021 |
1. 5/2010: Duncan Investment Partners - DBA for LPL Business (entity for LPL business) - INVESTMENT RELATED; At Reported Business Location(s) 2. 05/27/2010 - NON-VARIABLE INSURANCE DBA - DUNCAN INVESTMENT PARTNERS - At Reported Business Location(s) - Time Spent 5% 3) 02/26/2025 - Maryland Financial Group, Inc - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:06/01/2020 - 50 Hrs/Mth - 10 Hrs During Trading- I provide investment advisory services through Maryland Financial Group, Inc., an independent investment advisor firm. I started this business activity in 06/2020. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-19 |
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