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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED_RES | 2025-07-29 |
| MD | RA | APPROVED | 2025-05-23 |
Branch Locations
108 W Timonium Rd Ste 202, Timonium, MD 21093-7320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Hunt Valley | MD | 09/2015 | 08/2018 |
| Massmutual | Hunt Valley | MD | 07/2015 | 08/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | 07/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2018 | 07/2021 |
| Lpl Financial, Llc | Timonium | MD | 07/2021 | Present |
| Maryland Financial Group, Inc. Dba Trela Vacaccio & Associates | Timonium | MD | 07/2021 | Present |
1. 7/28/2021 - Trela, Vaccacio & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 7/28/2021 - Financial Advocacy Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 7/28/2021 - ABC Holdings - Investment Related - 888 S. Harrison St., Suite 900 Fort Wayne, IN 46802 - Non-Variable Insurance - Agent - Started 2016 - Time Spent 10% - Selling Life and Disability. 4. 7/29/2021 - Maryland Financial Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 7/2021 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Maryland Financial Group, Inc., an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 12/21/2021 - Phoenix TS - Not Investment Related - Remote presentations - Outside/W-2 Employment - Instructor - Started 12/16/2021 - 2 Hours Per Month During Securities Trading - Explain the basics of financial planning and government benefits to government employees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-12 |
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