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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-01 |
Branch Locations
1410 Forest Dr Ste 30 Clock Tower Place, Annapolis, MD 21403-1446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Anapolis | MD | 03/2008 | 09/2025 |
| Lpl Financial | Annapolis | MD | 10/2025 | Present |
1. 09/2025 - Notary Public - Notary - Investment Related - 1 Hrs/Mth - 1 Hrs During Trading - Annapolis MD, 21404 - OBA Start Date: 10/10/2015 2. 09/2025 - Blue Heron Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 173 Hrs/Mth - 140 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 10/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-15 |
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