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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 |
| TX | RA | APPROVED | 2024-02-07 |
Branch Locations
3 Bethesda Metro Center, Ste 700, Bethesda, MD 20814 • United States
3 Bethesda Metro Center Ste 700, Bethesda, MD 20814 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 08/2017 | 01/2019 |
| Solarcity | Bethesda | MD | 01/2017 | 07/2017 |
| Road Runner Sports | Rockville | MD | 02/2016 | 01/2017 |
| Edward Jones | St.LOuis | MO | 01/2019 | 02/2024 |
| Lpl Financial Llc | Bethesda | MD | 02/2024 | Present |
1) 01/17/2024 - Keller Wealth Advisory, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
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