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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2019-11-19 |
Branch Locations
2205 Warwick Way Suite 300, Marriottsville, MD 21104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2002 | 11/2019 |
| Northwestern Mutual Investment Services, Llc | Baltimore | MD | 09/2002 | 11/2019 |
| Northwestern Mutual Investment Services, Llc | Columbia | MD | 11/2008 | 11/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2012 | 11/2019 |
| Lpl Financial, Llc | Marriottsville | MD | 11/2019 | Present |
1) 1/2011 - DBA for LPL Business (entity for LPL business) - Adair & Associates - Investment Related - Annapolis, MD 21401 2) 1/2002 - Non-Variable Insurance - James Adair III - Investment Related - Annapolis, MD 21401 3) 1/2009 - Real Estate Rental - Investment Related - 5685 Phelps Luck Dr Columbia, MD 21045-2527 Howard County 4) 1/2013 - Real Estate Rental - Investment Related - 406 Roanoke Dr Catonsville, MD 21228-4242 Baltimore County 5) 6/18/2021 - No Business Name - Investment Related - Home Based, At Reported Business Location(s), and Columbia MD - Real Estate Rental - Started 12/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Owner of a real estate rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-03 |
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