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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 06/2002 | 02/2018 |
| Avantax Investment Services, Inc | Randallstown | MD | 02/2018 | 11/2022 |
| Avantax Insurance Agency, Llc | Randallstown | MD | 02/2018 | 11/2022 |
| Avantax Advisory Services | Randallstown | MD | 02/2018 | 11/2022 |
| Amazon/Whole Foods | Columbia | MD | 04/2019 | 11/2022 |
| Amazon Fulfillment Warehouse | Baltimore | MD | 02/2020 | 11/2022 |
| Nasa Federal Credit Union | Lanham | MD | 11/2022 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 11/2022 | 05/2025 |
| Lpl Financial Llc | Lanham | MD | 05/2025 | Present |
1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name NASA Federal Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-03 |
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