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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| DC | RA | APPROVED | 2024-11-14 |
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
909 Rose Ave Ste 650 Suite 400, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Bethesda | MD | 04/2020 | 11/2024 |
| Heartsafe Alliance | Washington Dc | DC | 12/2019 | 04/2020 |
| Best Buddies | Washington | DC | 10/2019 | 12/2019 |
| Unemployed | Washington | DC | 08/2019 | 10/2019 |
| Newline Sr | Derby | 12/2018 | 08/2019 | |
| Premier Inn | Derby | 09/2018 | 12/2018 | |
| University Of Derby | Derby | 09/2017 | 09/2018 | |
| Unemployed | Philadelphia | PA | 06/2017 | 09/2017 |
| Ross Aronstam & Moritz Llp | Wilmington | DE | 10/2016 | 06/2017 |
| Unemployed | Philadelphia | PA | 05/2016 | 10/2016 |
| Prudential Insurance Company Of America | Bethesda | MD | 09/2020 | Present |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
1) 02/20/2025- Bethesda Wealth Planning Group- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 10/23/2023- 0hrs/mnth-0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-20 |
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