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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-15 |
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
Ocean City, MD • United States
1447 York Road Suite 801, Lutherville, MD 21093 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Lutherville | MD | 04/2006 | 08/2024 |
| Lpl Financial | Lutherville | MD | 08/2024 | Present |
1- 07/2024 / AFI Associates, LLC / Business Entity For Tax/Investment Purposes Only / NON INV RELATED / START 1/1/2018 2- 07/2024 / Academy Financial, Inc. / DBA for LPL Business (entity for LPL business) / START 1/1/2000 3- 07/2024 / Blue Harbor Benefits / Non-Variable Insurance / START 1/1/2000
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-27 |
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