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Matthew Lynn Lowry

LPl Financial LLC

Towson, MD

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2019-02-03
MD RA APPROVED 2016-06-16
  • DE RA
    APPROVED
    Since 2019-02-03
  • MD RA
    APPROVED
    Since 2016-06-16

Branch Locations

1107 Kenilworth Dr Ste 314, Towson, MD 21204-2135 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Baltimore MD 05/2012 Present
Other Businesses

1. 04/24/2012 -SEQUOIA INVESTMENT STRATEGIES LLC - INV REL AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 11/15/2013 - ACT IN A FIDUCIARY CAPACITY - HELEN P LOWRY GREAT GRANDCHILDREN TRUST; TRUSTEE. BENEFICIARIES ARE MY TWO NEPHEWS, NIECE, AND MY DAUGHTER AND SON. - 1% OF TIME SPENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-16
S63 Uniform Securities Agent State Law Examination 1997-09-17
  • S65 Uniform Investment Adviser Law Examination
    2016-06-16
  • S63 Uniform Securities Agent State Law Examination
    1997-09-17
Designations

View on SEC IAPD

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