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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
1447 York Road Suite 801, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Lutherville | MD | 04/2016 | 08/2024 |
| Lpl Financial | Lutherville | MD | 08/2024 | Present |
1.08/14/2024; Academy Financial; Non-Variable Insurance; Not Investment Related; at Reported Business Location(s); Start Date 08/14/2024; 5hrs/mth; hrs during trading 2.08/14/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Academy Financial, Inc; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.08/14/2024; James Metzbower; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/08/2024; 0hrs/mth; 0hrs during trading 4.08/12/2026; PILOT Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/06/2026; 5hrs/mth; 0hrs during trading 5.08/12/2026; Midland National/Sammons Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/06/2026; 1hrs/mth; 1hrs during trading 6.08/12/2026; Lincoln Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/06/2026; 2hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-07 |
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