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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

8121 Georgia Ave Suite 320, Silver Spring, MD 20910 • United States

8121 Georgia Ave Suite 320, Silver Spring, MD 20910 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advance Financial Llc Silver Spring MD 11/2003 Present
Advance Financial Inc Silver Spring MD 03/2011 Present
Avantax Advisory Services Silver Spring MD 07/2021 10/2024
Avantax Insurance Agency And/Or Avantax Insurance Services Silver Spring MD 07/2021 10/2024
Lpl Enterprise Llc North Bethesda MD 03/2025 08/2025
Lpl Financial Silver Spring MD 09/2025 Present
  • 11/2003 → Present
    Advance Financial Llc
    Silver Spring, MD
  • 03/2011 → Present
    Advance Financial Inc
    Silver Spring, MD
  • 07/2021 → 10/2024
    Avantax Advisory Services
    Silver Spring, MD
  • 07/2021 → 10/2024
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Silver Spring, MD
  • 03/2025 → 08/2025
    North Bethesda, MD
  • 09/2025 → Present
    Lpl Financial
    Silver Spring, MD
Previous Registrations
  • 2025-03-06 → 2025-08-25
    Silver Springs, MD
    North Bethesda, MD
    Silver Springs, MD
  • 2023-10-23 → 2024-10-24
    Avantax Advisory Services
    Silver Spring, MD
    Dallas, TX
Other Businesses

1. 09/2025 - Estate of Dorothy Cynthia Quander Peters - Real Estate Rental - Investment Related - 05 Hour(s)/Month - 00 Hour(s) During Trading - Silver Spring MD 20910 - OBA Start Date: 08/21/2019 2. 09/2025 - HOLMES AND ASSOCIATES FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - 40 Hour(s)/Month - 00 Hour(s) During Trading - Silver Spring, MD 20910 - OBA Start Date: 9/24/2025 3. 09/2025 - 1512 Varnum St NW LLC - Real Estate Rental - Investment Related - 05 Hour(s)/Month - 00 Hour(s) During Trading - Silver Spring, MD 20910 - OBA Start Date: 08/21/2019 4. 09/2025 - Advanced Financial INC - Business Entity For Tax/Investment Purposes Only - Investment Related - 40 Hour(s)/Month - 04 Hour(s) During Trading - silver Spring, MD 20910 - OBA Start Date: 08/01/2021 5. 09/2025 - Advanced Financial LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 150 Hour(s)/Month - 08 Hour(s) During Trading - SILVER SPRING MD 20910 - OBA Start Date: 11/30/2023

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2023-10-20
Other Names
  • Sharon P Martin
  • Sharon Y Petersmartin
  • Sharon Peters Martin
  • Sharon Davis
  • Sharon Y Martin

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