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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 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
260 Gateway Drive Suites 3-4 B, Bel Air, MD 21014 • United States
303 International Circle Suite 105, Hunt Valley, MD 21030-1364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Hunt Valley | MD | 05/2011 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2017 |
| Prudential Insurance Company Of America | Hunt Valley | MD | 01/2017 | Present |
| Pruco Securities, Llc. | Hunt Valley | MD | 01/2017 | 11/2024 |
| Lpl Enterprise, Llc | Hunt Valley | MD | 11/2024 | Present |
1) 09/04/2024 - Financial Health Group, LLC - This is an incidental DBA for my business expenses - not securities related - Business Entity for Tax/Investment Purposes Only - Non Inv Related - At Hunt Valley, MD - Start Date 04/23/2020 - 1hrs/mth - 1hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-13 |
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