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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-22 |
| NM | RA | APPROVED | 2019-01-09 |
| TX | RA | APPROVED_RES | 2010-10-22 |
Branch Locations
2 East Wheeling St, Ste 102, Baltimore, MD 21230 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Baltimore | MD | 07/2009 | Present |
1. 06/24/2009 - COBBLESTONE WEALTH MANAGEMENT, LLC - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION. 2. 6/17/2010 - Milltown Malbay, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - I purchased a small office condo under the name Milltown Malbay, LLC. My LPL DBA will lease from Milltown Malbay - 1% TIME SPENT. 3. 09/23/2025 - Old Irish Guys Financial - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s) - Start date: 10/1/2025 - 32 hrs/mnt 1 hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-08 |
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