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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
888 Bestgate Rd Ste 305, Annapolis, MD 21401 • United States
888 Bestgate Road Suite 305 , Maryland, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2012 | 03/2026 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2012 | 03/2026 |
| Lpl Financial Llc | Annapolis | MD | 03/2026 | Present |
1. 2/2026 - Legacy Wealthcare LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 3/9/2026 2. 2/2026 - Douglas Potash - Non-Variable Insurance - Investment Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Annapolis MD 21401 - OBA Start date: 11/01/2004
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-09 |
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