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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-06-24
TX RA APPROVED 2025-06-24
  • MD RA
    APPROVED
    Since 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-24

Branch Locations

Deerwood, MD • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Derwood, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hendershot Financial Group Gaithersburg MD 12/2012 06/2025
Lincoln Investment Planning Wyncote PA 01/2013 06/2025
Lpl Financial Llc Derwood MD 06/2025 Present
  • 12/2012 → 06/2025
    Hendershot Financial Group
    Gaithersburg, MD
  • 01/2013 → 06/2025
    Lincoln Investment Planning
    Wyncote, PA
  • 06/2025 → Present
    Derwood, MD
Previous Registrations
Other Businesses

1 Start Date: 06/23/2025 - Gallagher Wealth Management Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Brookeville, MD 20833 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-29
  • S66 Uniform Combined State Law Examination
    2014-09-29

View on SEC IAPD

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