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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-02-28 |
Branch Locations
1122 Kenilworth Drive Ste 415, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Securities | Dublin | OH | 04/2003 | 12/2018 |
| Nationwide | Wilmington | DE | 06/2004 | 12/2018 |
| Millennium Brokerage Group | Brentwood | TN | 01/2019 | 02/2025 |
| The Leaders Group, Inc. | Littleton | CO | 03/2019 | 02/2025 |
| Lpl Financial Llc | Wilmington | DE | 02/2025 | Present |
1) 02/2025 - Villec Financial / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 80 Hrs per month - 40 % Time spent 2) 02/2025 - 100 Sandra rd wilmington de 19803-3039 new castle County / Real Estate Rental / Owner / Inv Related / 19803-3039 new castle / Start date 07/01/2022 - 2 Hrs per month - 2% Time Spent 3) 02/2025 - Carey Insurance Group / Clients referred by property and casualty agency / Inv Related / Dagsboro DE 19939 / Start date 01/01/2024 - 10hrs per month - 5% time spent 4) 02/2025 - Flagship Asset Services / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 100 Hrs per month - 50% time spent 5) 02/2025 - Truitt Insurance Agency / Non-Variable Insurance / Inv related / Wilmington DE 19803 / Start date 01/01/2019 - 15 hrs per month - 15% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-08 |
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