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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
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