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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-04 |
| MD | RA | APPROVED | 2018-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Cantonsville | MD | 01/2007 | 10/2018 |
| Retirement & Investment Group Llc | Cantonsville | MD | 08/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Catonsville | MD | 01/2009 | 10/2018 |
| Baltimore County Council Towson | Towson | MD | 09/2009 | 12/2022 |
| Retirement & Investment Group Llc | Catonsville | MD | 09/2008 | Present |
| N/A | Catonsville | MD | 08/2007 | 03/2018 |
| Lpl Financial Llc | Catonsville | MD | 10/2018 | Present |
| Community College Of Baltimore County | Baltimore | MD | 06/2006 | Present |
1)10/30/2018 - RETIREMENT & INVESTMENT GROUP LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 10/31/2018 - 100 hr/mth 2)10/30/2018 - Supplemental Insurance - Non-Variable Insurance - inv rel - at reported business location(s) - start: 1/1/2004 3) 02/16/2022- Community College of Baltimore County- Investment Related - Various Community College Locations - Other - Teacher - Instructor - Start Date - 06/07/2006- 2 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-11 |
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