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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2022-03-29 |
Branch Locations
7 Park Avenue, Gaithersburg, MD 20877 • United States
2009 Mackenzie Way Ste 100, Cranberry Township, PA 16066 • United States
2009 Mackenzie Way Ste 100, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Bethesda | MD | 11/2007 | 07/2019 |
| Mml Investors Services | Bethesda | MD | 06/2012 | 07/2019 |
| Ncg Benefits | Leesburg | VA | 11/2008 | Present |
| Lpl Financial Llc | Rockville | MD | 07/2019 | Present |
1) 07/15/2019 - Highlander Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 07/2019 2) 07/15/2019 - NCG Benefits - Non-Variable Insurance - inv rel - Leesburg, VA - start: 01/2008- 50 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-26 |
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