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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-27 |
| MD | RA | APPROVED | 2018-02-14 |
| SC | RA | APPROVED | 2018-02-14 |
Branch Locations
22 W Padonia Rd., Ste C-349, Timonium, 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 10/2009 | 02/2018 |
| Lpl Financial Llc | Timonium | MD | 02/2018 | Present |
1. 4/9/2021 - Waterview Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2018 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-19 |
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