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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-05 |
| 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 |
|---|---|---|---|---|
| T. Rowe Price | Baltimore | MD | 04/2012 | 01/2017 |
| Pks Investment Advisor Llc | Salisbury | MD | 01/2017 | 06/2018 |
| T Rowe Price | Baltimore | MD | 09/2018 | 07/2020 |
| Unemployed | Ellicott City | MD | 11/2022 | 02/2023 |
| Lincoln Financial Advisors Corporation | Lutherville | MD | 02/2023 | 08/2024 |
| T. Rowe Price | Baltimore | MD | 07/2020 | 11/2022 |
| Lpl Financial | Lutherville | MD | 08/2024 | Present |
1)07/08/2024 - Academy Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-16 |
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