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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED_RES | 2022-01-03 |
| MD | RA | APPROVED | 2015-09-01 |
Branch Locations
7777 Glades Rd Ste 213, Boca Raton, FL 33434 • United States
10451 Mill Run Circle Ste 1050, Owings Mills, MD 21117 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Owings Mills | MD | 08/2015 | Present |
(1) 08/26/2015 - GREBEN ASSET MANAGEMENT INC - Business Entity For Tax/Investment Purposes Only - INV REL - Start 04/01/2002 - 10451 MILL RUN CIRCLE SUITE 205 OWINGS MILLS MD 21117 - PASS THROUGH ENTITY THAT I USE TO COVER BUSINESS EXPENSES - 2 Hr/Mo; 0 Hours During Securities Trading; 2% Time Spent (2) 03/16/2016: vladimir greben - Non-Variable Insurance - INV REL - Start 03/15/2016 - 10451 mill run circle suite 205 owings mills, md 21117 - 5 Hr/Mo; 25 Hours During Securities Trading (3) 07/13/2016: GREBEN WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - GREBEN WEALTH MANAGEMENT - INV REL - Start 06/07/2016 - 10451 MILL RUN CIRCLE SUITE 205 OWINGS MILLS, MD 21117 - ALL BUSINESS CURRENTLY ALLOWED TO BE PERFORMED AS A REGISTERED REP AND INVESTMENT ADVISOR REPRESENTATIVE WITH LPL I.E. INCLUDING BUT NOT LIMITED TO STOCKS, BONDS, MUTUAL FUNDS, UIT'S ANNUITIES, ALTERNATIVE INVESTMENTS, STRUCTURED PRODUCTS, LIFE INSURANCE, ANY AND ALL FEE BASED SERVICES ETC. - 60 Hr/Mo; 6 Hours During Securities Trading (4) 02/22/2024 - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date 01/18/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-07 |
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