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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-13 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Boonsboro, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2021 | 02/2022 |
| Jma Adjustment | Frederick | MD | 01/2017 | 09/2021 |
| Lift | Frederick | MD | 08/2019 | 10/2019 |
| Uber | Frederick | MD | 08/2019 | 05/2020 |
| Wells Fargo Home Mortgage | Frederick | MD | 02/2008 | 09/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2022 | 08/2025 |
| Sequoia Wealth Solutions Llc | Reading | PA | 12/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 08/2025 |
| Lpl Financial | Boonsboro | MD | 08/2025 | Present |
1. 06/30/2025- Sequoia Wealth Solutions LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location- Start Date 12/12/2022 2. 06/30/2025- ARCC 172 Flyers, LLC- Other- Charles Town, WV 25414- Non Inv Rel- 1 Hr Per Mnth- Start Date 12/05/2023 3. 06/30/2025- Heidi Reif-Jones- Real Estate Rental- Boonsboro, MD 21713-1 Hr Per Mnth- Start Date 03/01/2011
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-13 |
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