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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-23 |
| TX | RA | APPROVED_RES | 2023-04-12 |
Branch Locations
1321 Generals Highway Suite 300, Crownsville, MD 21032 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1321 Generals Highway Ste 300, Crownsville,, MD 21032 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Annapolis | MD | 03/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Annapolis | MD | 11/2016 | 12/2017 |
| Janney Montgomery Scott, Llc | Baltimore | MD | 12/2017 | 09/2022 |
| Janney Montgomery Scott Llc | Towson | MD | 09/2022 | 04/2023 |
| Lpl Financial | Crownsville | MD | 04/2023 | Present |
1) 04/2023 - EPE Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 04/2023 - Allianz, Betz Financial Advisory - Non-Variable Insurance - Inv. Related - Crownsville, MD - Agent Selling Fixed Annuity Insurance - Start Date 04/11/2023 - 10hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-04 |
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