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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-01 |
Branch Locations
3763 Old Court Rd, Pikesville, MD 21208 • United States
126 Chartley Blvd, Baltimore, MD 21136 • United States
9780 Groffs Mill Rd, Owings Mill, MD 21117 • United States
9840 Reisterstown Rd., Owings Mills, MD 21117 • United States
Towson, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Hunt Valley | MD | 01/2024 | 06/2024 |
| Mml Investors Services, Llc | Hunt Valley | MD | 12/2023 | 06/2024 |
| Kline Capital Management Llc | Northfield | IL | 06/2010 | 06/2018 |
| Long & Foster | Baltimore | MD | 10/2013 | 01/2023 |
| Berkshire Hathaway Home Services | Baltimore | MD | 12/2022 | 01/2024 |
| M&T Bank | Pikesville | DE | 07/2024 | Present |
| Lpl Financial | Pikesville | MD | 07/2024 | Present |
1) 06/2024 - Wilmington Advisors @ M&T / DBA for LPL Business (entity for LPL business) / Investment Related 2) 06/2024 - Berkshire Hathaway Home Services / Mortgage/Real Estate Services / Investment Related / 4 Hrs per month / Start date 10/15/2013 3-06/2024 / Soccer Referee / Outside/W-2 Employment / Non Investment Related / 20 hrs mnth / start date 08/15/1999
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2010-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-24 |
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