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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
18819 Quarrymen Terrace, Brookeville, MD 20833 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Brookeville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning Inc. | Gaithersburg | MD | 08/2007 | 06/2025 |
| Lpl Financial Llc | Brookeville | MD | 06/2025 | Present |
1. Start Date : 06/23/2025 - IS YOUR FINANCIAL ADVISOR FAILING YOU? - Author - Investment Related - Brookeville, MD 20833 - 0.50 Hrs/Mth - 0.10 Hrs During Trading - Time Spent: 1 2. Start Date : 6/23/2025 - Gallagher Wealth Management Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Brookeville, MD 20833 - 280 Hrs/Mth - 10 Hrs During Trading - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-21 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
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