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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-15 |
Branch Locations
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Damascus | MD | 09/2006 | 02/2025 |
| Avantax Advisory Services | Damascus | MD | 08/2008 | 02/2025 |
| Hughes Network Systems, Llc | Germantown | MD | 05/2014 | 10/2022 |
| Avantax Insurance Agency, Llc | Damascus | MD | 01/2008 | 02/2025 |
| Lpl Enterprise, Llc | Cockeysville | MD | 04/2025 | Present |
| Metro Fitness Inc | Clarksburg | MD | 10/2014 | Present |
1. 04/11/2025 - Penalty Box, LLC - Real Estate Rental - Non Inv Related - Gaithersburg, MD - Start Date 10/01/2024- 1hr/MTH 2. 04/11/2025 - Metro Fitness, Inc - Business Owner - Inv Related - Clarksburg, MD - Start Date 10/01/2014 - 20hrs/MTH 3. 04/11/2025 - Southlawn Yard LLC - Real Estate Rental - Inv Related - Rockville, MD - Start Date 06/01/2013 - 1hr/MTH 4. 04/11/2025 - CC Partners LLC - Real Estate Rental - Inv Related - Gaithersburg, MD - Start Date 06/16/2021 - 1hr/MTH 5. 04/11/2025 - Huey & Associates, P.C. - Tax Prep/Accounting/CPA - Inv Related - Bethesda, MD - Start Date 11/01/2022 - 160hrs/MTH 6. 04/11/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - Damascus, MD - Start Date 04/07/2025 - 160hrs/MTH 7. 04/11/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - Damascus, MD - Start Date 04/07/2025 - 160hrs/MTH 8. 03/19/2026-Faceoff, LLC-Managing Member-Real Estate Rental-Inv related-At Clarksburg, MD-2hrs/mth-0hrs/mth during trading 9. 07/06/2026-Caerus Wealth Parters-Managing Partner, Founder-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/01/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-19 |
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