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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-04-15
  • MD RA
    APPROVED
    Since 2025-04-15

Branch Locations

303 International Cir Ste 105, Cockeysville, MD 21030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2006 → 02/2025
    Avantax Investment Services, Inc.
    Damascus, MD
  • 08/2008 → 02/2025
    Avantax Advisory Services
    Damascus, MD
  • 05/2014 → 10/2022
    Hughes Network Systems, Llc
    Germantown, MD
  • 01/2008 → 02/2025
    Avantax Insurance Agency, Llc
    Damascus, MD
  • 04/2025 → Present
    Cockeysville, MD
  • 10/2014 → Present
    Metro Fitness Inc
    Clarksburg, MD
Previous Registrations
  • 2008-08-28 → 2025-02-24
    Avantax Advisory Services
    Damascus, MD
    Germantown, MD
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-02-07
S65 Uniform Investment Adviser Law Examination 2008-07-19
  • S63 Uniform Securities Agent State Law Examination
    2009-02-07
  • S65 Uniform Investment Adviser Law Examination
    2008-07-19

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