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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-10 |
| MD | RA | APPROVED | 2020-07-20 |
Branch Locations
9505 Reisterstown Rd. Ste 3 Ne, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securites Inc | Elkridge | MD | 09/2009 | 09/2016 |
| M & T Securities, Inc | Buffalo | NY | 09/2016 | 10/2017 |
| The Prudential Insurance Company Of America | Owings Mills | MD | 10/2017 | 07/2020 |
| Pruco Securities Llc | Owings Mills | MD | 10/2017 | 07/2020 |
| Lpl Financial Llc | Owings Mills | MD | 07/2020 | Present |
1) 7/17/2020- Garrison Forest Advisory Group -DBA for LPL Business (entity for LPL business)- Inv. Related- Owings Mill, MD - 100% 2) 7/17/2020- Healthcare Insurance Sales- Non-Variable Insurance- Agent for Mass mutual fixed life insurance, health insurance individual and group- Inv. Related- Owings Mill, MD- start date 10/2017- 2hrs/mth 3) 7/17/20020- Real Estate Rental- Property Owner- Inv. Related- Baltimore, MD- start date 2017- 1hr/mth. 4) 9/11/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Sales Rep. - Started 08/27/2020 - 20 Hours Per Month/12 Hours During Securities Trading. 5) 1/7/2021 - No Business Name - Investment Related - Baltimore, MD 21214 - Real Estate Rental - Start Date: 12/21/2020 - 10 Hours Per Month/1 Hours During Securities Trading. 6) 4/16/2021 - Michael Lentz - Not Investment Related - Other-Snow Removal - Start Date: 2/15/2021 - 2 Hours Per Month/1 Hours During Securities Trading - Snow removal during winter storms. 7) 12/05/2025 - Lentz Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 120 hours during trading 8) 06/03/2026 - Michael Lentz - Real Estate Rental - Investment Related - Ocean City, MD - Start Date 04/01/2026 - 45 hours per month/ 18 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-11 |
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