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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 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Hunt Valley | MD | 08/2010 | Present |
| Pruco Securities, Llc. | Hunt Valley | MD | 08/2010 | 11/2024 |
| Lpl Enterprise, Llc | Hunt Valley | MD | 11/2024 | Present |
1) 08/20/2024-NA-Real Estate Rental-I am the lease holder of the private office, I collect agreed upon payments from other advisors to License the additional space from me. I do this at no profit.-HUNT VALLEY, MD- INV related-start date 02/01/2018- 1 HRS/MTHS- 1 HRS during trading 2)08/15/2024-RMT Realty Holdings LLC-Real Estate Rental-Former home that I rent to non client tenants-Cockeysville, MD-NOT INV related-start date 07/01/2022 - 1 HRS/MTHS- 1 HRS during trading 3. 09/23/2024 - RMT Realty Holdings LLC - Real Estate Rental - Former residence that I rent to non client tenants - Cockeysville, MD - NOT INV REL - Start Date 07/01/2022- 1hr/mth - 1hr during trading 4. 05/20/2025 - P3 Wealth Advisors - DBA for LPL Business (entity for LPL business) - Hunt Valley, MD - INV REL - Start Date 05/01/2025 - 160hrs/mth 8hrs during trading 5. 02/19/2026-P3 Wealth Advisors-President-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/01/2025-160hrs/mth-8hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-08 |
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