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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
11350 Mccormick Rd Executive Plaza 3, Suite 506, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Hunt Valley | MD | 05/2019 | 12/2019 |
| Martin-Wight And Company / Massmutual | Hunt Valley | MD | 05/2019 | 12/2019 |
| Pnc Bank | Baltimore | MD | 09/2013 | 04/2019 |
| Jpmorgan Chase Bank Na | Baltimore | MD | 12/2019 | 04/2026 |
| Jpmorgan Securities Llc | Baltimore | MD | 12/2019 | 04/2026 |
| Lpl Financial | Hunt Valley | MD | 04/2026 | Present |
1) 2026-04-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Old Orchard Wealth Solutions - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-02-05 - 180hrs/mth - 130hrs/mth during trading 2) 2026-05-07 - JHInv LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2026-05-06 - 1hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-05 |
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