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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-13 |
| TX | RA | APPROVED_RES | 2024-08-16 |
Branch Locations
1447 York Road Suite 801, Lutherville, MD 21093 • 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 |
|---|---|---|---|---|
| Lincoln Finanical Advisors Corp. | Vienna | VA | 08/2002 | 08/2024 |
| Lpl Financial, Llc | Vienna | VA | 08/2024 | Present |
1- 08/2024 / Academy Financial / DBA for LPL Business (entity for LPL business) / Inv Related 2- 08/2024 / Academy Financial / Non-Variable Insurance / Inv Related / 3 hrs mnth / 1 hrs during trading / start 04/01/2022 3- 08/2024 / AFI Associates LLC / Business Entity For Tax/Investment Purposes Only / Inv Related / start 06/25/2024 4- 06/30/2026 - Academy Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) -Start Date 05/28/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-31 |
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