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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 06/2018 | 09/2022 |
| Arcola Elementary | Aldie | VA | 05/2014 | 06/2018 |
| Walthermark Wealth Management | Chandler | AZ | 12/2023 | Present |
| Morgan Financial Group, Llc | Martinsburg | WV | 09/2022 | 12/2023 |
| Lpl Financial | Chandler | AZ | 12/2023 | Present |
12/13/2024 - Watermark Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business locations - 01/02/2024 - Hours per month 150 - Time spent 75% 12/13/2024 - Notary - Non-investment related - Chandler, AZ - 12/13/2024 - Hours per month 0 - Time spent 5%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
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