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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 |
Branch Locations
303 International Circle Suite 130, Hunt Valley, MD 21030 • United States
2214 Old Emmorton Road Suite 200, Bel Air, MD 21015 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Towson | MD | 10/2009 | 04/2017 |
| New York Life Ins Co | Towson | MD | 08/2009 | 04/2017 |
| Eagle Strategies Llc | Timonium | MD | 11/2010 | 04/2017 |
| Camden Planning Group, Llc | Timonium | MD | 01/2014 | 04/2017 |
| Prudential Insurance Company Of America | Hunt Valley | MD | 05/2017 | Present |
| Pruco Securities, Llc. | Hunt Valley | MD | 05/2017 | 11/2024 |
| Lpl Enterprise, Llc | Hunt Valley | MD | 11/2024 | Present |
1) 02/21/2025 - WInters Run FInancial Planning - DBA for LPL Business (entity for LPL business) - INV Related - At reported business location(s) - Start Date 07/10/2024 - 160hrs/mth - 160hrs During Trading 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-20 |
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