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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Washington | DC | 04/2008 | 03/2017 |
| Wells Fargo Clearing Services Llc | Bethesda | MD | 04/2017 | 11/2025 |
| Lpl Financial | Rockville | MD | 11/2025 | Present |
1) 11/18/2025 / Vintage Financial Partners - DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-15 |
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