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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-01 |
| MD | RA | APPROVED | 2009-07-24 |
Branch Locations
8850 Columbia 100 Pkwy Ste 400, Columbia, MD 21045 • United States
12 Taft Ct Ste 202, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Columbia | MD | 01/2009 | Present |
1. 02/09/2009: INTERGRATED FINANCIAL SOLUTIONS - INV REL - 3697 PARK AVE, ELLICOTT CITY, MD 21043 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)- 100% OF TIME SPENT 2. 4/6/2016: LTCi Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/30/2016 - 2 Hours Per Month During Securities Trading - Producer to sell Long Term Care Insurance. 3. 4/6/2016: Crump Life Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/30/2016 - 2 Hours Per Month During Securities Trading - Producer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-23 |
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