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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| DC | RA | APPROVED | 2024-11-14 |
| NJ | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
1919 Gallows Road Suite 100, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Bethesda | MD | 06/2021 | 11/2024 |
| University Of Virginia | Charlottesville | VA | 08/2017 | 05/2021 |
| Woodberry Forest School | Woodberry Forest | VA | 08/2013 | 06/2017 |
| Woodberry Forest | Woodberry Forest | VA | 06/2017 | 07/2017 |
| East Point Energy | Charlottesville | VA | 07/2018 | 08/2018 |
| Elevate Meal Plan | Charlottesville | VA | 08/2019 | 10/2019 |
| K.T.O.B. | Cape Town | VA | 07/2019 | 08/2019 |
| Massmutual Commonwealth | Charlottesville | VA | 05/2020 | 08/2020 |
| Prudential Insurance Company Of America | Bethesda | MD | 11/2021 | Present |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
1) 08/28/2024 - Estia Focused Financial - Will be conducting business through LPL as Estia Focused Financial - Inv related - DBA for LPL Business (entity for LPL business) At Cockeysville, MD - Start Date 01/01/2024 - 40hrs/mth - 32hrs/mth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-04 |
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