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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-09 |
Branch Locations
888 Bestgate Rd Ste 305, Annapolis, MD 21401 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
888 Bestgate Road Suite 305, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Annapolis | MD | 05/2013 | 12/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | 03/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2019 | 03/2026 |
| Lpl Financial Llc | Annapolis | MD | 03/2026 | Present |
1. 03/2026 - Independent Insurance Agent - Non-Variable Insurance - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Annapolis, MD, 21401- OBA Start Date: 10/17/2014 2. 03/2026 - Legacy WealthCare LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/9/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-20 |
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