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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-01-29 |
Branch Locations
3168 Braverton St, 4Th Fl Compass Wealth Strategies Llc, Edgewater, MD 21037-7960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Edgewater | MD | 09/2019 | Present |
| 1,000 Days | Washington | DC | 06/2015 | 09/2019 |
1. 2/10/2020 - Compass Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/29/2020 - 144 Hours Per Month/130 Hours During Securities Trading. 2. 12/11/2024 - YWCA of Annapolis and Anne Arundel County - Non-Profit Board Member - Not Investment Related - Arnold, MD - Start Date 01/01/2025 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-22 |
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