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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| MD | RA | APPROVED | 2025-12-12 |
| VA | RA | APPROVED | 2025-02-14 |
Branch Locations
909 Rose Avenue Suite 650, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Bethesda | MD | 11/2019 | 02/2025 |
| Mml Investors Services, Llc | Bethesda | MD | 08/2020 | 02/2025 |
| Mom's Organic Market | Rockville | MD | 03/2018 | 10/2019 |
| Amp Global Youth | Arlington | VA | 05/2017 | 03/2018 |
| Mom's Organic Market | Arlington | VA | 02/2016 | 03/2017 |
| Self-Employed | Virginia Beach | VA | 08/2011 | 06/2017 |
| Unemployed | Arlington | VA | 10/2019 | 12/2019 |
| Lpl Enterprise Llc | North Bethesda | MD | 02/2025 | Present |
1. 02/13/2025 - PACC MDC - Non-Profit Board Member - NOT INV REL - Washington, DC - Start Date 01/25/2024 - 20hrs/MTH 2. 02/13/2025 - FilExcellence - Non-Profit Board Member - NOT INV REL - Arlington, VE - Start Date 07/28/2021 - 10hrs/MTH 3) 03/11/2025- MASSMUTUAL- Non-Variable Insurance- SERVICING OLD CLIENT ACCOUNTS-inv. related- at BETHESDA, MD- start date 12/02/2019- 5hrs/mnth-5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-24 |
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