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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-15 |
| TX | RA | APPROVED | 2024-10-15 |
Branch Locations
1000 Bestgate Rd Ste 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towne Park Llc | Annapolis | MD | 03/2017 | 05/2020 |
| Blackwall Hitch | Annapolis | MD | 07/2014 | 04/2017 |
| Lincoln Financial Advisors | Annapolis | MD | 09/2019 | 06/2021 |
| Lincoln Financial Advisors | Annapolis | MD | 06/2021 | 10/2024 |
| Lpl Financial | Annapolis | MD | 10/2024 | Present |
1. 10/14/2024- Charter Financial Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 09/25/2019 2. 10/14/2024- The Rainbows End Inc.- Real Estate Rental- Inv Rel- MD 21146- 1 Hr Per Mnth- Start Date 01/01/1977 3. 10/14/2024- Codd Advisory Services, LLC- Business Entity For Tax/Investment Purposes Only- MD 20132- No Inv Rel- 160 Hrs Per Mnth- 40 Hrs During Trading- Start Date 01/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-25 |
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