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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-22 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
225 International Cir, Ste 102, Hunt Valley, MD 21030 • United States
225 International Circle Suite 102, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Hunt Valley | MD | 02/2009 | 04/2024 |
| Mml Investors Services Inc | Hunt Valley | MD | 03/2009 | 04/2024 |
| Lpl Financial | Hunt Valley | MD | 04/2024 | Present |
1. 03/20/2024- William Coleman- Non-Variable Insurance- Inv Rel- For-Profit Board Member- 1 hr during trading- start date 03/07/2024 2. 03/20/2024- Hillendale Country Club- For-Profit Board Member- Non Inv Rel- 3 hrs per mnth- start date- 03/07/2024 3. 03/20/2024- RBJ Wealth Management, LLC- DBA for LPL Business (entity for LPL business)- At Reported Business Location (s)- Inv Rel- 4. 03/20/2024- Farm- Co- Owner- MD 21030- Non Inv Rel- start date 03/30/2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-24 |
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