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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-20 |
| TX | RA | APPROVED_RES | 2024-10-23 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1000 Bestgate Rd. Ste 300, Annapolis, MD 21401 • United States
1000 Bestgate Rd Ste 300, Annapolis, MD 21401 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Annapolis | MD | 11/2004 | 10/2024 |
| Lpl Financial | Annapolis | MD | 10/2024 | Present |
1- 10/2024 / Charter Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 176 hrs mth / 8 hrs during trading / At reported business location(s) 2- 10/2024 / 1000 Bestgate Road, LLC / Outside/W-2 Employment / Not Investment Related / 10 hrs mth / 0.50 hrs during trading / Annapolis, MD / Start date: 12/31/2019 3- 10/2024 / WFC LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 200 hrs mth / 8 hrs during trading / Annapolis, MD / Start date: 12/16/14 4- 10/2024 / Insurance Sales / Non-Variable Insurance / Investment Related / 10 hrs mth / 1 hr during trading / New York, NY / Start date: 10/14/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-12 |
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