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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-01 |
| VA | RA | APPROVED | 2021-07-01 |
Branch Locations
20416 Bashan Dr. Ste. 201, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 09/2007 | 06/2021 |
| Bank Of America, Na | Leesburg | VA | 01/2010 | 06/2021 |
| Lpl Financial, Llc | Ashburn | VA | 06/2021 | Present |
1) 7/2021 - DBA for LPL Business (entity for LPL business) - GLADSTONE WEALTH PARTNERS - Investment Related - 100% - Ashburn, VA 20147 2) 6/2021 - Non-Variable Insurance - BOOK OF BROKERS - Investment Related - 1% - Ashburn, VA 20147 3) 1/2006 - Real Estate Rental - ROSEVILLE FARM, LLC - Investment Related - 1% - 50 S. Greenway Ave Boyce, VA 22620 4) 08/04/2021 - Courser Capital Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/29/2021 - 173 Hours Per Month/8 Hours During Securities Trading. 5) 11/16/2022 - Stubblefield Farm, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 09/07/2022 - 20 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-21 |
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