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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| MD | RA | APPROVED | 2026-04-24 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
21 Eastbrook Bend Suite 118, Peachtree City, GA 30269 • United States
21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-01-11 |
Branch Locations
21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Bank | Silver Spring | MD | 11/2005 | 09/2016 |
| Educational Systems Federal Credit Union | Rockville | MD | 10/2016 | 07/2017 |
| Operation Hope | Dundalk | MD | 07/2017 | 06/2019 |
| Wealthcare Financial Group, Inc. | Bowie | MD | 01/2019 | 04/2026 |
| Lpl Financial Llc | Bowie | MD | 04/2026 | Present |
1. 03/2026 - Wealthcare Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Peachtree City, GA, 30269 - OBA Start Date: 3/23/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-22 |
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