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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-01 |
| MD | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
2661 Riva Rd, Bldg 300 Ste. 340, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Denver | CO | 12/2024 | 06/2025 |
| Sikich Llc (Formerly Saggar & Rosenberg, P.C.) | Rockville | MD | 08/2021 | 12/2024 |
| Deloitte & Touche Llp | Mclean | VA | 09/2016 | 08/2021 |
| Unemployed | Clarksville | MD | 06/2016 | 09/2016 |
| Lpl Financial Llc | Denver | CO | 06/2025 | Present |
1- 06/11/2025 - Severn Financial Solutions LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - START 05/26/2025 - 160 HRS MNTH / 8 HRS DURING TRADING. 2- 07/31/2025 - Severn Financial Solutions LLC -Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:07/30/2025 - 30 Hrs/Mth - 0 Hrs During Trading. 3- 08/06/2025 - Severn Financial Solutions LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:08/06/2025 - 10 Hrs/Mth - 0 Hrs During Trading. 4- 05/18/2026 - Nick Voyton Consulting, LLC - Tax Prep/Accounting/CPA - Investment Related - Annapolis, MD - Start Date 05/05/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-01 |
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