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Colleen Ann Schuler

LPl Financial LLC

Glen Burnie, MD

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-08-09
TX RA APPROVED 2023-08-09
  • MD RA
    APPROVED
    Since 2023-08-09
  • TX RA
    APPROVED
    Since 2023-08-09

Branch Locations

910 Cromwell Park Dr. Ste 103, Glen Burnie, MD 21061 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M&T Bank Severna Park MD 07/2003 11/2016
M&T Securities Severna Park MD 11/2003 11/2016
Raymond James Financial Services, Inc. Severna Park MD 11/2016 08/2023
Fulton Bank Severna Park MD 11/2016 08/2023
Raymond James Financial Services Advisors Inc. Severna Park MD 11/2016 08/2023
Specific Solutions Severna Park MD 11/2016 07/2023
Fulton Financial Advisors Severna Park MD 11/2019 08/2023
Lpl Financial Llc Glen Burnie MD 08/2023 Present
  • 07/2003 → 11/2016
    M&T Bank
    Severna Park, MD
  • 11/2003 → 11/2016
    M&T Securities
    Severna Park, MD
  • 11/2016 → 08/2023
    Raymond James Financial Services, Inc.
    Severna Park, MD
  • 11/2016 → 08/2023
    Fulton Bank
    Severna Park, MD
  • 11/2016 → 08/2023
    Severna Park, MD
  • 11/2016 → 07/2023
    Specific Solutions
    Severna Park, MD
  • 11/2019 → 08/2023
    Fulton Financial Advisors
    Severna Park, MD
  • 08/2023 → Present
    Glen Burnie, MD
Previous Registrations
  • 2016-11-28 → 2023-08-21
    Severna Park, MD
    Baltimore, MD
  • 2008-12-18 → 2016-11-22
    M&T Securities, Inc.
    Linthicum Heights, MD
    Riviera Beach, MD
    Riviera Beach, MD
    York, PA
    Annapolis, MD
    Glen Burnie, MD
    Hanover, MD
    Riviera Beach, MD
    Baltimore, MD
    Glen Burnie, MD
    Linthicum Heights, MD
    Annapolis, MD
    Edgewater, MD
    Pasadena, MD
    Brooklyn, MD
    Severn, MD
    Annapolis, MD
    Cheektowaga, NY
Other Businesses

1) 08/09/2023 - Gibson Schuler Wealth Advisors - DBA for LPL Business (entity for LPL business)- Inv. Related - At reported business location(s) - start date 8/1/2023- 160hrs/mth - 2) 08/09/2023 - Real Estate Rental- Condo - co-owner- Inv. Related- Ocean City, MD - start date 5/9/2023- 0hrs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-16
S63 Uniform Securities Agent State Law Examination 2004-01-21
  • S65 Uniform Investment Adviser Law Examination
    2008-12-16
  • S63 Uniform Securities Agent State Law Examination
    2004-01-21
Designations
Other Names
  • Colleen Ann Kilbane
  • Colleen Ann Kilbane

View on SEC IAPD

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