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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-27 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Timonium | MD | 10/2015 | 04/2018 |
| Wells Fargo Bank Na | Timonium | MD | 10/2013 | 04/2018 |
| Wells Fargo Clearing Services, Llc | Timonium | MD | 11/2016 | 04/2018 |
| Massmutual | Hunt Valley | MD | 05/2018 | 09/2019 |
| Mml Investors Services | Hunt Valley | MD | 05/2018 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 07/2020 | 05/2021 |
| Unemployed | Jarrettsville | MD | 09/2019 | 07/2020 |
| J Rosenkilde Ins Solution | Jarrettsville | MD | 08/2019 | 06/2020 |
| Mccormick & Company | Jarrettsville | MD | 06/2020 | 07/2020 |
| Texas Roadhouse | Jarrettsville | MD | 03/2019 | 06/2019 |
| Bank Of America, N.A. | Hunt Valley | MD | 10/2020 | 05/2021 |
| Big Truck Farm Brewery | Parkton | MD | 04/2021 | 10/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2022 | 05/2025 |
| First National Bank Of Pa | Bel Air | MD | 10/2022 | 05/2025 |
| Cetera Investment Advisers Llc | Bel Air | MD | 10/2022 | 05/2025 |
| Wells Fargo Bank, Na | Westminster | MD | 12/2021 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Westminster | MD | 12/2021 | 09/2022 |
| Lpl Financial Llc | Easton | MD | 02/2026 | Present |
| Burke And Herbert Bank | Easton | MD | 02/2026 | Present |
| Unemployed | Bel Air | MD | 06/2025 | 01/2026 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Burke & Herbert Wealth Management - Investment Related - At Reported Business Location(s) - Start Date: 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-03 |
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