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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-15 |
Branch Locations
1000 Bestgate Rd Ste 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Annapolis | MD | 07/2005 | 10/2024 |
| Lpl Financial | Annapolis | MD | 10/2024 | Present |
1- 10/2024 / Charter Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 10/2024 / Outside Insurance and Fixed Annuity Sales / Non-Variable Insurance / Investment Related / 10 hrs mth / 2 hrs during trading / Annapolis, MD / Start date: 7/1/2011 3-12/18/2025-Outside Insurance and Fixed Annuity Sales-Agent-Non-Variable Insurance-Inv Related-At Annapolis , MD-Start date 10/14/2024-4hrs/mth-4hrs/mth during trading 4-12/18/2025-John R Nistler LLC-Owner-Business Entity For Tax/Investment Purposes Only-Not Inv Related-At Annapolis, MD-Start date 12/01/2025-4hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-16 |
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