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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2021-09-29 |
Branch Locations
900 Ritchie Hwy Ste 201, Severna Park, MD 21146 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Annapolis | MD | 06/2009 | 09/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2021 |
| Lpl Financial Llc | Severna Park | MD | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1)9/2021- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Severna Park, MD 2) 9/2021- Book of Brokers- Non-Variable Insurance- Agent selling term and universal life- inv. related- Pasadena, MD 3) 9/2021- Real Estate Rental- landlord/owner - inv. related- Pasadena, MD - start date 9/1986- 2hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-04 |
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