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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-28 |
| FL | RA | APPROVED | 2021-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2006 | 10/2019 |
| Northwestern Mutual Investment Services, Llc | Hunt Valley | MD | 03/2009 | 10/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 10/2019 |
| Lpl Financial | Annapolis | MD | 11/2019 | Present |
1)11/2019 - DBA for LPL Business (entity for LPL business) - Whitacre Wealth Management - INVESTMENT RELATED - BALDWIN, MD 21013 2)11/2019 - DBA for LPL Business (entity for LPL business) - Wynn Point Financial LLC - INVESTMENT RELATED - ANNAPOLIS, MD 21401 3)2019 - Non-Variable Insurance - Whitacre Wealth Management - 30% - INVESTMENT RELATED - ANNAPOLIS, MD 21401 4)04/10/2023 - Wynn Point Mortgage LLC - Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - licensed mortgage loan officer - Start Date - 09/01/2021 - 10 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-07 |
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