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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-14 |
Branch Locations
106B Williamsport Circle, Salisbury, MD 21804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visiting Angels | Salisbury | MD | 04/2018 | Present |
| Lincoln Financial Advisors | Salisbury | MD | 07/2018 | 10/2024 |
| Military Sealift Command | Norfolk | VA | 11/2006 | 05/2018 |
| Lincoln Financial Advisors | Salisbury | MD | 12/2018 | 10/2024 |
| Lpl Financial | Salisbury | MD | 10/2024 | Present |
1- 10/2024 / Allyson Wade / Non-Variable Insurance / Investment Related / 100 hrs mth / 100 hrs during trading / Salisbury MD / Start date: 09/01/2019 2- 10/2024 / Charter Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 3- 10/2024 / Process Integration Inc. / Outside/W-2 Employment / Not Investment Related / 10 hrs mth / 10 hrs during trading / Princess Anne MD / Start date: 12/10/2021 4- 10/2024 / Visiting Angels / Outside/W-2 Employment / Not Investment Related / 30 hrs mth / 30 hrs during trading / Salisbury MD / Start date: 04/09/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-08 |
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