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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED_RES | 2019-08-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Bethesda | MD | 10/2012 | 07/2019 |
| Mml Investors Services | Bethesda | MD | 03/2013 | 07/2019 |
| Lpl Financial Llc | Silver Spring | MD | 07/2019 | Present |
1)08/09/2019 - Highlander Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 07/2012 2)08/09/2019 - The Haney Company - Insurance Agency - inv rel - at reported business location(s) - start: 02/1990 - 556 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-28 |
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