Elizabeth Joseph

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-10-02

Branch Locations

2865 Alabama Ave. Se, Washington, DC 20020 • United States

1899 L St. Nw, Washington, DC 20036 • United States

555 12Th St. Nw, Washington, DC 20004 • United States

1680 K Street Nw, Washington, DC 20006 • United States

10410 Campus Way South, Largo, MD 20774 • United States

3866 International Dr., Silver Spring, MD 20906 • United States

6990 Laurel Bowie Rd., Bowie, MD 20715 • United States

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

Organization	City	State	From	To
Bbtis	Kensington	MD	01/2015	01/2018
Bb&T Securities, Llc	Alexandria	VA	01/2018	08/2018
Cuna Mutual Group	Waverly	IA	02/2019	05/2022
Cuna Brokerage Services, Inc.	Waverly	IA	02/2019	05/2022
Unemployed	Alexandria	VA	08/2018	02/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	North Bethesda	MD	05/2022	09/2024
Bank Of America, N.A.	North Bethesda	MD	07/2022	09/2024
Lpl Financial	Bowie	MD	10/2024	Present
M&T Bank	Bowie	MD	10/2024	Present

01/2015 → 01/2018

Bbtis

Kensington, MD
01/2018 → 08/2018

Bb&T Securities, Llc

Alexandria, VA
02/2019 → 05/2022

Cuna Mutual Group

Waverly, IA
02/2019 → 05/2022

Cuna Brokerage Services, Inc.

Waverly, IA
08/2018 → 02/2019

Unemployed

Alexandria, VA
05/2022 → 09/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD
07/2022 → 09/2024

Bank Of America, N.A.

North Bethesda, MD
10/2024 → Present

Lpl Financial

Bowie, MD
10/2024 → Present

M&T Bank

Bowie, MD

2022-05-16 → 2024-09-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD
2019-02-22 → 2022-05-16

Cuna Brokerage Services, Inc.

Rockville, MD

Brown Summit, NC

Rockville, MD

Alexandria, VA

Waldorf, MD

Washington, DC

Arlington, VA

Washington, DC

Fort Belvoir, VA

Washington, DC

Washington, DC

Scranton, PA
2018-01-02 → 2018-08-13

Bb&T Securities, Llc

Arlington, VA

Arlington, VA

Alexandria, VA

Alexandria, VA

Charlotte, NC

Washington, DC
2015-01-20 → 2018-01-02

Bb&T Investment Services, Inc.

College Park, MD

Beltsville, MD

Charlotte, NC

Washington, DC

Kensington, MD

Gaithersburg, MD

Silver Spring, MD

Silver Spring, MD

Laurel, MD

Forestville, MD

Camp Springs, MD

Rockville, MD

Upper Marlboro, MD

Arlington, VA

Arlington, VA

Alexandria, VA

Alexandria, VA

Arlington, VA
2011-09-15 → 2014-06-25

Capital One Financial Advisors Llc

Mclean, VA

Melville, NY
2009-09-09 → 2011-09-13

Truist Investment Services, Inc.

Riverdale, MD

Marlow Heights, MD

Bladensburg, MD
2007-09-08 → 2009-10-06

Navy Federal Asset Management, Llc

Herndon, VA
2006-10-05 → 2007-10-19

Navy Federal Investment Services, Llc

Washington, DC
2006-09-26 → 2006-10-05

Cuna Brokerage Services, Inc.

Vienna, VA

Washington, DC

1- 09/2024 / Wilmington Advisors @ M&T / DBA for LPL Business (entity for LPL business) / Inv Rltd

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-09-25
S63	Uniform Securities Agent State Law Examination	2004-01-15