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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C. G. Menk & Associates, Inc. | Hanover | MD | 01/1995 | 12/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2016 | 08/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2016 | 08/2026 |
| The Mitre Corporation | Annapolis Junction | MD | 08/2016 | 11/2021 |
| The Cgma Group, Llc | Elkridge | MD | 06/2016 | Present |
| Tensley Consulting, Inc. | Annapolis Junction | MD | 09/2022 | 05/2026 |
| Lpl Financial Llc | Elkridge | MD | 08/2026 | Present |
1. 8/2026 - THE CGMA GROUP, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 150 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/18/2026 2. 8/2026 - Charles G. Menk III - Non-Variable Insurance - INV REL - 10 Hour(s)/Month – 10 Hour(s) During Trading - Elkridge MD 21075 - OBA Start date: 05/18/1993
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-16 |
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