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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2013-11-01 |
Branch Locations
15823 Crabbs Branch Way, Rockville, MD 20855 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crg Financial Services, Llc | Silver Springs | MD | 06/2010 | 07/2018 |
| Lpl Financial, Llc | Wheaton | MD | 11/2013 | Present |
1. 9/20/2017 - Encompass Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/29/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 3/10/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Real Estate Agent - Started 02/22/2021 - 20 Hours Per Month/1 Hour During Securities Trading - Offer residential real estate. 3. 11/09/2021 - Hispanic Business Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 12/01/2021 - 20 Hour Per Month/1 Hour During Securities Trading - Tax Prep. 4. 02/24/2022 - No Business Name - Investment Related - Silver Spring, MD 20906 - Real Estate Rental - Start Date - 02/22/2022- 4 Hours Per Month/0 Hours During Securities Trading. 5) 01/22/2025 - Insurance Agents of America LLC - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date:11/01/2013 - 20 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-29 |
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