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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Pittsburgh | PA | 06/2012 | 03/2018 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 08/2013 | 03/2018 |
| Prudential Insurance Company Of America | Bethesda | MD | 03/2018 | Present |
| Pruco Securities, Llc. | Bethesda | MD | 03/2018 | 11/2024 |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
1- 06/26/2026 - Caerus Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/22/2026 - 20 hours per month/ 10 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-03 |
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