Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-16
  • MD RA
    APPROVED
    Since 2025-01-16

Branch Locations

711 Bestgate Rd Ste 201, Annapolis, MD 21401 • 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
Pnc Bank Edgewater MD 07/2016 04/2017
Pnc Investments Pittsburgh PA 07/2016 01/2018
Pnc Bank Waldorf MD 04/2017 01/2018
Ameriprise Financial Services, Llc Annapolis MD 02/2018 03/2023
Jp Morgan Chase Bank, N.A. Prince Frederick MD 03/2023 12/2023
J.P. Morgan Securities Llc Prince Frederick MD 03/2023 12/2023
Ameriprise Financial Services, Inc Annapolis MD 02/2019 03/2023
John Victor Murphy Iv Annapolis MD 05/2020 02/2023
Jvm Group Llc Annapolis MD 03/2021 02/2023
The Ppc Financial Services Group, Inc Annapolis MD 07/2016 01/2018
Ameriprise Financial Services, Llc Annapolis MD 12/2023 01/2025
Lpl Financial Annapolis MD 01/2025 Present
  • 07/2016 → 04/2017
    Pnc Bank
    Edgewater, MD
  • 07/2016 → 01/2018
    Pnc Investments
    Pittsburgh, PA
  • 04/2017 → 01/2018
    Pnc Bank
    Waldorf, MD
  • 02/2018 → 03/2023
    Annapolis, MD
  • 03/2023 → 12/2023
    Jp Morgan Chase Bank, N.A.
    Prince Frederick, MD
  • 03/2023 → 12/2023
    Prince Frederick, MD
  • 02/2019 → 03/2023
    Ameriprise Financial Services, Inc
    Annapolis, MD
  • 05/2020 → 02/2023
    John Victor Murphy Iv
    Annapolis, MD
  • 03/2021 → 02/2023
    Jvm Group Llc
    Annapolis, MD
  • 07/2016 → 01/2018
    The Ppc Financial Services Group, Inc
    Annapolis, MD
  • 12/2023 → 01/2025
    Annapolis, MD
  • 01/2025 → Present
    Lpl Financial
    Annapolis, MD
Previous Registrations
Other Businesses

1)12/12/2024 - Trident Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-23
  • S66 Uniform Combined State Law Examination
    2015-06-23
Other Names
  • Kevin Voelling
  • Kevin Andrew Voelling
  • Kevin A Voeling

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Annapolis, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor