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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-07-17 |
Branch Locations
200 Westgate Cir, Annapolis, MD 21401 • United States
1101 Maiden Choice Lane, Baltimore, MD 21229 • United States
12905 Ocean Gateway, Ste B, Ocean City, MD 21842 • United States
995 N Prince Frederick Blvd, Prince Frederick, MD 20678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Bank Tri County | Waldorf | MD | 08/2008 | 07/2023 |
| Infinex Investments, Inc. | Waldorf | MD | 08/2008 | 07/2023 |
| Lpl Financial | Prince Frederick | MD | 07/2023 | Present |
| Shore United Bank | Prince Frederick | MD | 07/2023 | Present |
1) 07/17/2023 - Wye Financial Partners - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s). 2) 07/17/2023 - Rediker Rendezvous resort LLC - Real Estate Rental- owner - Inv. Related- Newry, ME - start date 3/29/2023. 3) 07/17/2023 - Rediker Rendezvous resort LLC - Investment Related - 76Vista Road, Newry, Maine 04261 - Act in a Fiduciary Capacity - Member - Start Date 3/29/2012. 4) 09/11/2023 - BSMG - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 16 Hours Per Month/ During Trading. 5) 10/16/2025 - Wye Trust, division of Shore United Bank - Investment Related - Financial Institution Duty - At Reported Business Location(s) - Start Date:10/01/2025 - 200 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-11 |
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