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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-14 |
Branch Locations
1000 Bestgate Rd Ste 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Severna Park | MD | 10/2003 | 02/2024 |
| Valic Financial Advisors | Mclean | VA | 11/2013 | 02/2024 |
| Agia | Houston | TX | 12/2022 | 02/2024 |
| Lincoln Financial Advisors | Annapolis | MD | 02/2024 | 10/2024 |
| Lpl Financial Llc | Annapolis | MD | 10/2024 | Present |
1- 10/2024 / Rental Property / Real Estate Rental / Investment Related / 1 hrs mth / Crofton, MD / Start date: 02/01/2010 2- 10/2024 / Charter Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-11 |
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