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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED_RES | 2022-06-23 |
Branch Locations
9210 Corporate Blvd #210, Rockville, MD 20850 • United States
9210 Corporate Blvd #210, Rockville, MD 20850 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Rockville | MD | 10/2018 | 06/2022 |
| Capital One Bank | Rockville | MD | 11/2010 | 10/2018 |
| Lpl Financial Llc | Rockville | MD | 06/2022 | Present |
1)6/2022- Key Wealth Managers- DBA for LPL Business (entity for LPL business)- inv. related- Rockville, MD 2) 10/31/2023 - Marciano Wealth Management LLC - Non-inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Start Date: 10/27/2021 - 20 Hrs/Mo & During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
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