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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-06-09 |
| VA | RA | APPROVED | 2021-06-09 |
Branch Locations
6304 Kirby Rd., Clinton, MD 20735 • United States
11807 Livingston Rd., Fort Washington, MD 20744 • United States
341 East Market St., Leesburg, VA 20176 • United States
207 Bowie Rd., Laurel, MD 20707 • United States
37660 Mohawk Dr., Charlotte Hall, MD 20622 • United States
11175 Mall Circle, Waldorf, MD 20603 • United States
6262 Oxon Hill Rd., Oxon Hill, MD 20745 • United States
14700 Main St., Upper Marlboro, MD 20772 • United States
Crofton, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Buffalo | NY | 05/2003 | 06/2021 |
| Lpl Financial Llc | Largo | MD | 06/2021 | Present |
1. 04/28/2021 - Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-18 |
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