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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-16 |
| MD | RA | APPROVED | 2024-08-14 |
Branch Locations
1447 York Road Suite 801, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource 1, Inc. | Norfolk | VA | 09/2016 | 09/2018 |
| Ameriprise Financial Services, Inc | Virginia Beach | VA | 09/2018 | 11/2020 |
| Unemployed | Chesapeake, Va | VA | 06/2016 | 09/2016 |
| Lincoln Financial Advisors Corporation | Lutherville | MD | 11/2020 | 08/2024 |
| Lpl Financial, Llc | Lutherville | MD | 08/2024 | Present |
1)06/27/2024 - Academy Financial, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 2013-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-28 |
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