Andrew C Kahan

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-08-01
TX	RA	APPROVED_RES	2024-08-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Stamford	CT	05/2012	07/2024
Bank Of America, N.A.	Stamford	CT	05/2012	07/2024
Lpl Financial Llc	York	PA	07/2024	Present

05/2012 → 07/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stamford, CT
05/2012 → 07/2024

Bank Of America, N.A.

Stamford, CT
07/2024 → Present

Lpl Financial Llc

York, PA

2012-05-25 → 2024-07-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, MD

Lutherville, MD

College Park, MD

Columbia, MD

Silver Spring, MD

College Park, MD

Baltimore, MD

Baltimore, MD

Bethesda, MD

Columbia, MD

Stamford, CT

New York, NY

Columbia, MD

New York, NY

New York, NY

Albany, NY

Las Vegas, NV

Boston, MA

Atlanta, GA

Las Vegas, NV

New Haven, CT

Los Angeles, CA

Tampa, FL
2012-04-03 → 2012-05-21

M&T Securities, Inc.

Owings Mills, MD

Baltimore, MD

Randallstown, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Owings Mills, MD

Baltimore, MD
2011-02-14 → 2012-03-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD

1) 07/23/2024 - Sides Wealth Advisory Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-02-11

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