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15949 Frederick Road, Woodbine, MD 21797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gaithersburg | MD | 07/2010 | Present |
| Advocate Investing Services | Woodbine | MD | 08/2016 | Present |
(1) 10/04/2016: Advocate Investing Services - Registered Investment Advisor Hybrid - DBA: (Hybrid) Advocate Investing Services - Investment Related - 1320 Saint Michael's Rd, Mount Airy, MD 21771 - Start 04/01/2016 - 160 Hr/Mo; 7 Hour(s) During Securities Trading - I provide investment advisory services through Advocate Investing Services, an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-16 |
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