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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
| MD | RA | APPROVED | 2025-05-23 |
Branch Locations
108 W Timonium Rd Ste 202, Timonium, MD 21093-7320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Sparks | MD | 09/2015 | 02/2019 |
| Guardian Life Insurance | Sparks | MD | 07/2015 | 02/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2019 | 07/2021 |
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2019 | 07/2021 |
| Unemployed | Monkton | MD | 02/2019 | 07/2019 |
| Maryland Financial Group, Inc. Dba Trela Vacaccio & Associates | Timonium | MD | 07/2021 | Present |
| Lpl Financial Llc | Timonium | MD | 07/2021 | Present |
1)07/30/2021 - Financial Advocacy Network - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2021 - 160 Hr/Mth 2)07/30/2021 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 12/2019 - 5/15 Hr/Mth 3)09/23/2021 - Maryland Financial Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 08/01/2021 - 40 Hours Per Month/2-4 Hours During Securities Trading - I provide investment advisory services through Maryland Financial Group, Inc. an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 04/29/2022 - Trela, Vaccacio and Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/14/2022 - 2 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-13 |
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