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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-18 |
| MD | RA | APPROVED | 2021-01-04 |
Branch Locations
971 Corporate Blvd, Linthicum, MD 21090 • United States
10801 Red Run Blvd, Owings Mills, MD 21117 • United States
33 E Padonia Road, Timonium, MD 21093 • United States
5110 Buckeystown Pike, Frederick, MD 21704 • United States
8630 Snowden River Parkway, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Gaithersburg | MD | 09/2011 | 11/2016 |
| Wells Fargo Bank Na | Gaithersburg | MD | 12/2009 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Gaithersburg | MD | 11/2016 | 05/2019 |
| Morgan Stanley | Frederick | MD | 05/2019 | 12/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2019 | 12/2020 |
| Lpl Financial Llc | Linthicum | MD | 01/2021 | Present |
| State Employees Credit Union | Linthicum | MD | 01/2020 | Present |
1)12/07/2020 - SECU Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-17 |
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