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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-04 |
| TX | RA | APPROVED_RES | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Baltimore | MD | 06/2013 | 04/2021 |
| Wells Fargo Advisors Llc | Baltimore | MD | 06/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Baltimore | MD | 11/2016 | 04/2021 |
| First National Bank Of Pa | Baltimore | MD | 04/2021 | 03/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2021 | 03/2022 |
| Cetera Investment Advisers Llc | Baltimore | MD | 09/2021 | 03/2022 |
| First National Bak Of Pa | Baltimore | PA | 09/2021 | 03/2022 |
| Exeuhome Realty | Parkville | MD | 03/2022 | 11/2022 |
| Wesbanco Bank Inc. | Bowie | MD | 11/2022 | 01/2025 |
| Wesbanco Securities, Inc. | Bowie | MD | 02/2024 | 01/2025 |
| Lpl Financial Llc | Alexandria | VA | 02/2025 | Present |
1) 02/03/2025 - Real Estate License Holder - Real Estate Broker - Mortgage/Real Estate Services - Inv. Related - Reston, VA 20194 - Start date 07/21/2021 - 0 hrs/mnth during Trading 2) 03/10/2025 - Burke & Herbert Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:02/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 3. 08/28/2025 - Real Estate Rental - Parkville, MD - Inv Rel - Start date: 08/29/2025 - 0 hrs/mnth during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-12 |
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