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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-17 |
| TX | RA | APPROVED | 2021-12-09 |
| MD | RA | APPROVED | 2021-07-02 |
Branch Locations
5870 Hubbard Drive, Rockville, MD 20852 • United States
20130 Lakeview Center Plaza Ste 400, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Rockville | MD | 09/2007 | Present |
| Stratos Wealth Partners, Ltd | Rockville | MD | 02/2016 | 06/2021 |
1. 11/11/2021 - Vintage Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/18/2016 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 03/30/2022 - VRP, LLC - Investment Related - Rockville, Maryland 20852 - Real Estate Rental - Start Date - 04/11/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading. 3. 11/14/2022 - MedicarePhD - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 10/03/2022 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-09 |
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