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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-11 |
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
1919 Gallows Road Suite 100, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Bethesda | MD | 06/2012 | 06/2018 |
| Nylife Securities Llc | Bethesda | MD | 06/2012 | 06/2018 |
| Eagle Strategies Llc | Bethesda | MD | 09/2012 | 06/2018 |
| Blueprint Financial Strategies, Llc | Bethesda | MD | 12/2014 | 06/2018 |
| Prudential Insurance Company Of America | Bethesda | MD | 06/2018 | Present |
| Pruco Securities, Llc. | Bethesda | MD | 06/2018 | 11/2024 |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
1) 11/18/2024- The Guardian Life Insurance Company- Non-Variable Insurance/Insurance Agency- NON-VARIABLE INSURANCE: WHOLE LIFE, DISABILTY, AND HEALTH INSURANCE- INV Related- At Vienna, Va- Start date 08/23/2024- 1 HRS MTH- 1 HRS During Trading 2) 03/07/2025-Estia Focused Financial-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 06/30/2021-160hrs/mth-26hrs/mth during trading 3) 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-01 |
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