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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-19 |
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bethesda | MD | 02/2016 | 06/2023 |
| Charles Schwab Bank | Bethesda | MD | 09/2019 | 06/2023 |
| Pruco Securities, Llc | Hunt Valley | MD | 12/2023 | 11/2024 |
| The Prudential Insurance Co. Of America | Hunt Valley | MD | 12/2023 | Present |
| Unemployed | Baltimore | MD | 07/2023 | 10/2023 |
| Lpl Enterprise, Llc | Fort Mill | SC | 11/2024 | Present |
1) 06/04/2025 - Allset Wealth - DBA for LPL Business (entity for LPL business) - Hunt Valley, MD - INV REL - Start Date 05/30/2025 - 40hrs/mth 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-12 |
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