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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
1657 Crofton Blvd Suite 200, Crofton, MD 21114 • United States
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
1777 Reisterstown Road Suite 380, Pikesville, MD 21208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Crofton | MD | 06/1991 | Present |
| Pruco Securities, Llc. | Crofton | MD | 06/1991 | 11/2024 |
| Lpl Enterprise, Llc | Pikesville | MD | 11/2024 | Present |
1) 10/31/2024- Precision Wealth Planners- DBA for LPL Business (entity for LPL business)- DBA in name only for marketing purposes- INV Related- At Pikesville, MD- Start date 08/23/2024- 40 HRS MTH- 40 HRS During Trading 2) 10/28/2024-Rocket Mortgage- Mortgage/Real Estate Services- Mortgage originator- INV Related- At Pikesville, MD- Start date 08/26/2021- 10 HRS MTH- 10 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-03 |
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