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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| DC | RA | APPROVED | 2024-11-14 |
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
909 Rose Ave Ste 650 Suite 400, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Bethesda | MD | 01/2019 | 11/2024 |
| Full Time Student | Millbrook | NY | 01/2009 | 08/2018 |
| Northwestern Mutual | Washington | DC | 08/2018 | 01/2019 |
| Prudential Insurance Company Of America | Bethesda | MD | 03/2019 | Present |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
1) 05/01/2025-Bethesda Wealth Planning Group-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/29/2025-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-12 |
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