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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2023-10-17 |
| TX | RA | APPROVED | 2021-12-09 |
Branch Locations
5870 Hubbard Drive, Rockville, MD 20852 • United States
20130 Lakeview Center Plaza Ste 400, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Rockville | MD | 09/2007 | Present |
| Stratos Wealth Partners, Ltd (Dba: Vintage Financial Partners) | Rockville | MD | 02/2016 | 06/2021 |
1.02/17/2016; JBO, LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 02/12/2016; 0hrs/mth; 0hrs during trading 2.05/11/2021; Vintage Insurance Partners; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/01/2018; 10hrs/mth; 10hrs during trading 3.10/21/2021; None; Other - Book Referral; Not Investment Related; ; Start Date 05/10/2021; 1hrs/mth; 0hrs during trading 4.03/30/2022; VRP, LLC; Real Estate Rental; Investment Related; 5870 ' 5872 Hubbard Drive Rockville,Maryland; Start Date 04/11/2022; 2hrs/mth; 0hrs during trading 5.09/30/2022; Medicare PhD; Insurance Agency; Investment Related; ; Start Date 10/03/2022; 5hrs/mth; 0hrs during trading 6.11/11/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Vintage Financial Partners; Investment Related; at Reported Business Location(s); Start Date 02/01/2016; 160hrs/mth; 160hrs during trading 7.11/11/2024; Vintage Insurance Partners; Insurance Agency; Investment Related; Rockville,MD; Start Date 01/01/2018; 10hrs/mth; 10hrs during trading 8.06/26/2026; Corkage DMV; Author; Not Investment Related; Rockville,MD; Start Date 06/19/2026; 2hrs/mth; 0hrs during trading 9.06/26/2026; JBO, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 02/12/2016; 3hrs/mth; 0hrs during trading 10.08/20/2026; JBO LLC DBA Phish Fit; Business Owner; Not Investment Related; Rockville,MD; Start Date 08/14/2026; 10hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-09 |
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