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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-16 |
| MD | RA | APPROVED | 2024-08-15 |
Branch Locations
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 | 02/1991 | 08/2024 |
| Lpl Financial | Lutherville | MD | 08/2024 | Present |
1- 06/2024 / T Joseph Barger, Inc. / Business Entity For Tax/Investment Purposes Only / Non Inv Related / 160 hrs mnth / start 11/08/2002 2- 06/2024 / Blue Harbor Benefits / Health Insurance Broker / Inv Related / 1 hrs mnth / start 01/01/2016 3- 06/2024 / Academy Financial. Inc / DBA for LPL Business (entity for LPL business) / Inv Related / 160 hrs mnth / 8 hrs during trading / start 10/23/2017 4- 08/2024 / Academy Financial / Non-Variable Insurance / Inv Related / 4 hrs mnth / 1 hr during trading / start 1/1/2014
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-01 |
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