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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-04-30 |
Branch Locations
2661 Riva Rd, Bldg 300 Ste. 340, Annapolis, MD 21401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Severn Financial Solutions, Llc | Annapolis | MD | 05/2008 | Present |
| Severn Financial Solutions, Llc | Annapolis | MD | 05/2008 | 04/2020 |
| Severn Financial Solutions, Llc. | Annapolis | MD | 05/2008 | 04/2020 |
| Severn Financial Solutions, Llc | Annapolis | MD | 05/2008 | 04/2020 |
| Independent Financial Group | Annapolis | MD | 07/2016 | 04/2020 |
| Lpl Financial Llc | Annapolis | MD | 04/2020 | Present |
1) 04/30/2020 - Severn Financial Solutions, LLC - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 05/27/2008 2) 04/30/2020 - Real Estate Rental - Owner - Annapolis, MD - start: 10/15/15 3 04/30/2020 - Severn Financial Solutions, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/27/2008 4) 06/30/2021 - Calabrese Investments, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 6/21/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 5) 07/12/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public- Start Date: 4/30/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 6) 08/30/2024 - Real Estate Rental - Investment Related - Marco Island, FL - Start Date 09/09/2024 - 0 Hours Per Month/ During Trading 7) 11/14/2024 - Chesapeake Tram and Waterfront Services, LLC - Business Owner - Not Investment Related - Arnold and Annapolis, MD - Start Date 11/01/2024 - 2 Hours Per Month/ 0 Hours During Trading 8) 09/11/2025 - Severn Breeze Properties, LLC - Real Estate Rental - Arnold, MD - Inv Rel - Start date:10/01/2025 1 hrs/mnth 0Hours During Trading 9) 06/11/2026 - Palmetto Breeze Ventures, LLC - Real Estate Rental - Investment Related - Greenville, SC - Start Date 06/09/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-20 |
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