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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-09 |
Branch Locations
1447 York Road Suite 801, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andy Nelson's | Cockeysville | MD | 06/2017 | 07/2020 |
| University Of Maryland | College Park | MD | 09/2018 | 05/2021 |
| Academy Financial Inc. | Timonium | MD | 05/2020 | 11/2021 |
| Morgan Stanley | Baltimore | MD | 11/2021 | 02/2022 |
| Stifel | Baltimore | MD | 03/2022 | 11/2023 |
| Dulaney High School | Timonium | MD | 08/2013 | 05/2017 |
| University Of Maryland | College Park | MD | 08/2017 | 05/2021 |
| Lincoln Financial Advisors | Lutherville | MD | 11/2023 | 08/2024 |
| Lpl Financial | Lutherville | MD | 08/2024 | Present |
1) 08/02/2024 - Academy Financial, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-06 |
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