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Mackenzie Watson

LPl Financial LLC

Annapolis, MD

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-16
  • MD RA
    APPROVED
    Since 2024-10-16

Branch Locations

1000 Bestgate Rd Ste 300, Annapolis, MD 21401 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Maryland College Park MD 06/2015 05/2018
Suntrust Inc Atlanta GA 06/2018 05/2019
Charter Financial Group Annapolis MD 05/2019 07/2019
Rzim Alpharetta GA 08/2019 03/2021
Uber Inc. Atlanta GA 03/2021 09/2021
Charter Financial Group Annapolis MD 10/2021 Present
Lpl Financial Annapolis MD 10/2024 Present
  • 06/2015 → 05/2018
    University Of Maryland
    College Park, MD
  • 06/2018 → 05/2019
    Suntrust Inc
    Atlanta, GA
  • 05/2019 → 07/2019
    Charter Financial Group
    Annapolis, MD
  • 08/2019 → 03/2021
    Rzim
    Alpharetta, GA
  • 03/2021 → 09/2021
    Uber Inc.
    Atlanta, GA
  • 10/2021 → Present
    Charter Financial Group
    Annapolis, MD
  • 10/2024 → Present
    Lpl Financial
    Annapolis, MD
Previous Registrations
  • 2022-01-04 → 2024-10-15
    Osaic Fa, Inc.
    Annapolis, MD
Other Businesses

1. 10/14/2024- Charter Financial Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-09
  • S66 Uniform Combined State Law Examination
    2021-12-09
Designations
Other Names
  • Grahm Watson
  • Mackenzie Grahm Watson

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

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