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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-01 |
| MD | RA | APPROVED | 2025-04-24 |
Branch Locations
2600 Tower Oaks Blvd #220, Rockville, MD 20852-4218 • 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 |
|---|---|---|---|---|
| Maryland Financial Group, Inc. | Rockville | MD | 11/2006 | Present |
| The Monitor Group, Llc | Rockville | MD | 12/2004 | Present |
| Lpl Financial Llc | Rockville | MD | 03/2014 | Present |
1. 04/01/2014 - ABC Holdings of the MidAtlantic and Southeast - INV REL - Non-Variable Insurance - At Reported Business Location(s) 2. 04/01/2014 - CAGE, LLC/ BUSINESS ENTITY FOR ADMINISTRATIVE SERVICES/ 5%/ ROCKVILLE, MD 3. 04/01/2014 - The Monitor Group - INV REL - AT REPORTED BUISNESS LOCATION(s) - DBA for LPL Business (entity for LPL business) 4. 09/17/2014 - MARYLAND FINANCIAL GROUP - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) MARYLAND FINANCIAL GROUP - TIME SPENT 100% - Investment Related - At Reported Business Location(s) -Start Date:1/1/1983 5. 09/17/2014 - MFG Business Design - Investment Related -Registered Investment Advisor DBA- At Reported Business Location(s) - Start Date:06/20/16 - 20 Hrs/Mth - 0 Hrs During Trading. 6. 01/15/2020 - Collegiate Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 40 Hours Per Month/8 Hours During Securities Trading. 7. 05/26/2022 - Kokyuho DBA washington karate academy- Not Investment Related - washington, DC 20016 - Other-Business Owner - Owner - Started 07/01/2020 - 10 Hours Per Month/0 Hours During Securities Trading. 8. 10/29/2025 - Twin Oaks ventures - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 10/08/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-23 |
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