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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-02-16 |
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
6701 Democracy Blvd Ste 120, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 10/2015 | 10/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2015 | 10/2018 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 10/2018 | 09/2021 |
| Xml Financial Group | Bethesda | MD | 09/2021 | 02/2024 |
| Xml Securities, Llc | Bethesda | MD | 09/2021 | 02/2024 |
| Lpl Financial Llc | Cumberland | MD | 02/2024 | Present |
1) 02/01/2024 - Non-Variable Insurance - MD 21502 - Selling: Whole, Term, Universal - Investment related - Start date: 2/16/2024. 2) 02/01/2024 - Boggs & Company Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-17 |
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