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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-09-14 |
Branch Locations
971 Corporate Blvd, Linthicum, MD 21090 • United States
8603 Lasalle Road, Towson, MD 21286 • United States
6011 Greenbelt Road, College Park, MD 20742 • United States
7173 Security Boulevard, Baltimore, MD 21244 • United States
33 E Padonia Road, Timonium, MD 21093 • United States
16707 Crabbs Branch Way, Derwood, MD 20855 • United States
8737 Colesville Road, Silver Spring, MD 20910 • United States
10801 Red Rund Blvd., Owings Mills, MD 21117 • United States
8630 Snowden River Parkway, Columbia, MD 21045 • United States
203 Harker Place, Ste. 115, Annapolis, MD 21401 • United States
7906 Rossville Boulevard, Baltimore, MD 20742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Randallstown | MD | 10/2012 | 11/2016 |
| Wells Fargo Bank, Na | Randallstown | MD | 09/2012 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Randallstown | MD | 11/2016 | 08/2020 |
| Lpl Financial Llc | Linthicum | MD | 09/2020 | Present |
1)09/10/2020 - SECU Financial Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2)05/24/2022 - Coleman Research - Not Investment Related - Home Based - Outside/W-2 Employment - Consultant - Start Date - 05/10/2022 - 1 Hours Per Month/ 2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-10 |
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