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Luke Sebastian Welsh

LPl Financial LLC

Marriottsville, MD

CRD 8155828

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-05-21
  • MD RA
    APPROVED
    Since 2026-05-21

Branch Locations

Marriottsville, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goohoo Digital Woodbine MD 11/2022 01/2026
Coastal Carolina University Conway SC 08/2021 11/2022
Glenelg High School Glenelg MD 09/2016 05/2021
Lpl Financial Marriottsville MD 08/2025 Present
  • 11/2022 → 01/2026
    Goohoo Digital
    Woodbine, MD
  • 08/2021 → 11/2022
    Coastal Carolina University
    Conway, SC
  • 09/2016 → 05/2021
    Glenelg High School
    Glenelg, MD
  • 08/2025 → Present
    Lpl Financial
    Marriottsville, MD
Other Businesses

1. 01/2026 - WFG Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 01/26/2026 2. 01/2026 - Goohoo Digital LLC - Business Owner - Investment related - Marriottsville MD 21104 - 20 Hrs/Mth - 20 Hrs During Trading - OBA start date: 11/06/2022

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
  • S66 Uniform Combined State Law Examination
    2026-05-19

View on SEC IAPD

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