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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
303 International Circle Suite 130, Hunt Valley, MD 21030 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Sparks | MD | 09/2015 | 03/2017 |
| Park Ave Securities | Sparks | MD | 09/2015 | 03/2017 |
| Prudential Insurance Company Of America | Hunt Valley | MD | 03/2017 | Present |
| Pruco Securities, Llc. | Hunt Valley | MD | 03/2017 | 11/2024 |
| Lpl Enterprise, Llc | Hunt Valley | MD | 11/2024 | Present |
1.11/19/2024;NFI FINANCIAL PLANNING; DBA for LPL ; yes inv related; 160hr/mo non trading; 120hr/mo trading;10/31/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-02 |
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