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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
Severna Park, MD • United States
1447 York Road Suite 801, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Lutherville | MD | 07/2011 | 08/2024 |
| Lpl Financial | Lutherville | MD | 08/2024 | Present |
1) 08/14/2024 - Academy Financial, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/14/2024 - RWSymonds LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Sevena Park, MD - Start: 01/2023 - 8 Hr/Mth 3) 08/14/2024 - Academy Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2022 - 3 Hr/Mth 4) 01/20/2026 - RONKA LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 09/01/2025 - 2 hours per month/ 0 hours during trading 5) 07/29/2026 - Pilot Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/28/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-09 |
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