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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-16 |
Branch Locations
711 Bestgate Rd Ste 201, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Annapolis | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Annapolis | MD | 03/2020 | 01/2025 |
| Lpl Financial | Annapolis | MD | 01/2025 | Present |
1- 12/2024 / Tuono LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 5 hrs mth / Annapolis MD / Start date: 03/24/2021 2- 12/2024 / Thomas Pasta Notary / Notary / Not Investment Related / Annapolis MD / Start date: 05/06/2002 3- 12/2024 / Trident Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-18 |
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