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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-14 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1447 York Road Suite 801, Lutherville, MD 21093 • United States
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 | Rockville | MD | 06/1999 | 08/2024 |
| Lpl Financial | Lutherville | MD | 08/2024 | Present |
1 - 06/18/2024 - Academy Financial Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-14 |
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