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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-31 |
| MD | RA | APPROVED | 2009-09-08 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Rockville | MD | 09/2009 | Present |
1. 12/18/2009 - REAL ESTATE RENTAL - RENTAL PROPERTIES - OWNER - I OWN SEVEAL RENTAL PROPERTIES - RENTAL INCOME - MANAGE THE RENTAL PROPERTIES - TIME SPENT 5%. 2. 8/16/2010- TAX PREP/ACCOUNTING/BOOKKEEPING - TAX MASTERS - TAX PREPARATION - 20% OF TIME. 3. 1/22/2020 - Montgomery County Public Schools - Not Investment Related - 25921 Ridge Rd, Damascus MD 20872 - Outside/W-2 Employment - Coach - Start Date: 03/01/2020 - 40 Hours Per Month/1 Hour During Securities Trading - Coach, spring lacrosse season March 1 to April 30.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-10 |
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