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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-29 |
Branch Locations
20 Courthouse Square, Ste 217, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education (High School) | Hyattsville | MD | 06/2013 | 06/2017 |
| Full-Time Education (College-Undergraduate) | Auburndale | MA | 06/2017 | 06/2021 |
| Full-Time Student (Graduate School) | Auburndale | MA | 06/2021 | 05/2022 |
| Kroll Inc. | New York City | NY | 02/2022 | 06/2022 |
| Ups | Laurel | MD | 06/2022 | 11/2022 |
| Global Advisor Group | Reston | VA | 11/2022 | 06/2026 |
| Lpl Financial Llc | Rockville | MD | 12/2022 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2023 | 06/2026 |
1.06/21/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Global Advisor Group; Investment Related; at Reported Business Location(s); Start Date 12/12/2022; 160hrs/mth; 8hrs during trading 2.06/27/2023; (Hybrid) Private Advisor Group / Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/12/2023; 160hrs/mth; 8hrs during trading; I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/27/2023. I expect to spend approximately160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.06/27/2023; (Hybrid) Global Advisor Group / Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 12/12/2022; 160hrs/mth; 8hrs during trading; I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/27/2023. I expect to spend approximately160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.08/06/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Holmes and Associates Financial Services; Investment Related; at Reported Business Location(s); Start Date 07/06/2026; 160hrs/mth; 140hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
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