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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-03-18 |
Branch Locations
1410 Forest Dr Ste 30 Clock Tower Place, Annapolis, MD 21403-1446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Plan Financial | Millersville | MD | 06/2012 | 09/2016 |
| Blue Heron Financial Group | Annapolis | MD | 10/2016 | 08/2018 |
| Anne Arundel County Public Schools | Annapolis | MD | 08/2018 | Present |
| Lpl Financial Llc | Annapolis | MD | 03/2019 | Present |
| Lpl Financial Llc | Annapolis | MD | 10/2016 | 08/2018 |
1)3/18/19- BLUE HERON FINANCIAL GROUP- DBA for LPL Business (entity for LPL business)- Inv. Related- Annapolis, MD - 100% 2)3/18/19- AMERICAN ASSOCIATION OF NOTARIES- Notary - Annapolis, MD- start date 8/15/2015 - 1hr/mth - 1% 3)3/18/19- ANNE ARUNDEL COUNTY PUBLIC SCHOOLS- TEACHER- Non-Inv. Realated- Annapolis, MD - start date 9/1/2018- 165 hrs/mth- 70%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
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