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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-22 |
Branch Locations
8260 Greensboro Dr Ste 250, Tysons, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Frederick | MD | 06/2016 | 06/2017 |
| Pnc Investments | Frederick | MD | 06/2016 | 05/2017 |
| Wells Fargo Clearing Services, Llc. | Leesburg | VA | 06/2017 | 04/2022 |
| Wells Fargo Bank Na | Leesburg | VA | 06/2017 | 04/2022 |
| Fidelity Investments | Leesburg | VA | 04/2022 | 09/2022 |
| Fidelity Personal And Workplace Advisors | Leesburg | VA | 07/2022 | 09/2022 |
| Fidelity Brokerage Services Llc | Leesburg | VA | 04/2022 | 09/2022 |
| Jpmorgan Chase Bank, N.A. | Leesburg | VA | 09/2022 | 03/2026 |
| J.P. Morgan Securities Llc | Leesburg | VA | 09/2022 | 03/2026 |
| Lpl Financial, Llc | Mclean | VA | 04/2026 | Present |
1. 04/2026 - Your Total Solution Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/22/2026 2. 04/2026 - YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/22/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-28 |
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