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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2023-10-04 |
Branch Locations
420 West Patrick Street, Frederick, MD 21704 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 09/2023 |
| Ktl Solutions | Frederick | MD | 05/2016 | 05/2018 |
| White Rabbit Gastropub | Frederick | MD | 09/2017 | 07/2018 |
| Monument Restaurants (Krispy Kreme) | Frederick | MD | 05/2017 | 09/2017 |
| Lpl Financial Llc | Frederick | MD | 09/2023 | Present |
1.09/01/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name / Norberg Wealth Management; Investment Related; at Reported Business Location(s); Start Date 09/01/2023; 180hrs/mth; 8hrs during trading 2.10/08/2024; Colonial Life; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/30/2024; 2hrs/mth; 2hrs during trading 3.08/10/2026; Norber Wealth Mgmt Youtube; Radio/ TV/ Podcast; Investment Related; Frederick,MD; Start Date 08/05/2026; 8hrs/mth; 7hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-02 |
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