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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-26 |
| DE | RA | APPROVED | 2026-02-10 |
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
Rehoboth Beach, DE • United States
2205 Warwick Way Ste 300, Marriottsville, MD 21104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aligned Orthopedic Partners | Bethesda | MD | 01/2022 | 12/2024 |
| Washington Orthopedics | Chevy Chase | MD | 01/1986 | 12/2021 |
| Integrity Financial Group | Rehoboth | DE | 11/2025 | Present |
| Washington Orthopedic Research Institute | Rehoboth | DE | 01/2025 | 01/2026 |
| Lpl Financial | Rehoboth | DE | 11/2025 | Present |
1-01/2026 / Washington Orthopedic Institute / Business Owner / INVESTMENT RELATED / 5 HRS MNTH / START 01/01/2006 2- 01/2026 / Columbia Family LLC / Business Entity For Tax/Investment Purposes Only / INVESTMENT RELATED / 10 HRS MNTH / START 01/01/2020 3- 01/2026 / Integrity Financial Group LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RLTD / 160 HRS MNTH / 160 HRS DURING TRADING / AT RPRT LOC / START 01/28/2026 4- 02/2026 / mfa associates llc / Business Entity For Tax/Investment Purposes Only / Investment Rltd / 5 hrs mnth / start 01/01/2026 5-03/12/2026-lions street-producer-Non-Variable Insurance-Not inv related-At Austin, TX-Start date 02/04/2026-5hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
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