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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-21 |
Branch Locations
15949 Frederick Road, Woodbine, MD 21797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mount Airy | MD | 05/2024 | 09/2024 |
| Equitable Advisors, Llc | New York | NY | 09/2024 | 04/2026 |
| Fulmer Home Improvement | Woodbine | MD | 06/2018 | 08/2022 |
| Walnut Springs Nursery | Glenwood | MD | 01/2019 | 08/2021 |
| Glenelg High School | Glenelg | MD | 05/2016 | 05/2020 |
| Salisbury University | Salisbury | MD | 05/2020 | 05/2024 |
| Lpl Financial, Llc | Woodbine | MD | 04/2026 | Present |
1) 2026-04-30 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - ADVOCATE INVESTING SERVICES - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-23 - 160hrs/mth - 140hrs/mth during trading 2) 2026-05-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Advocate Investing Services - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-04-23 - 160hrs/mth - 140hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
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