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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| MD | RA | APPROVED | 2025-07-24 |
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 |
|---|---|---|---|---|
| Amber | Baltimore | MD | 08/2021 | 03/2022 |
| The Curated Lotus Llc | Towson | MD | 03/2021 | 07/2021 |
| New York Life | Timonium | MD | 01/2021 | 06/2021 |
| Unemployed | Phoenix | MD | 08/2020 | 01/2021 |
| University Of South Carolina | Columbia | SC | 01/2020 | 08/2020 |
| Ke Hardware | Timonium | MD | 06/2018 | 01/2020 |
| Aberdeen Catery | Camden | SC | 09/2016 | 05/2018 |
| Schochor, Federico And Staton, P.A. | Baltimore | MD | 06/2017 | 08/2017 |
| Liquid Assets | Columbia | SC | 02/2016 | 05/2017 |
| University Of South Carolina | Columbia | SC | 08/2013 | 05/2018 |
| Equitable Advisors, Llc | New York | NY | 11/2021 | 03/2022 |
| Lincoln Financial Advisors Corp | Lutherville | MD | 03/2022 | 08/2024 |
| Lpl Financial Llc | Lutherville | MD | 08/2024 | Present |
1) 07/05/2024 - Academy Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
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