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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-22 |
| TX | RA | APPROVED_RES | 2024-04-23 |
Branch Locations
225 International Cir, Ste 102, Hunt Valley, MD 21030 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Hunt Valley | MD | 03/2005 | 04/2024 |
| Mml Investors Services, Llc | Hunt Valley | MD | 03/2005 | 04/2024 |
| Lpl Financial Llc | Hunt Valley | MD | 04/2024 | Present |
1) 03/14/2024 - RBJ Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 03/14/2024 - Retirement Plan Solutions - Business Entity For Tax/Investment Purposes Only - Co-owner - MD 21030 - Non investment related - 160 Hours per month - Start date: 04/22/2024. 3) 03/14/2024 - Jeffrey Fountain - Non-Variable Insurance - At Reported Business Location(s) - Investment related - 100% Time spent - Start date: 04/22/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-23 |
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