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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-03 |
| MD | RA | APPROVED | 2022-06-02 |
Branch Locations
9210 Corporate Blvd #210, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Advisors, Llc | Rockville | MD | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Mclean | VA | 07/2018 | 06/2022 |
| Lpl Financial | Rockville | MD | 06/2022 | Present |
1-05/2022 / KEY WEALTH MANAGERS / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HR MNTH & 40 HR During Trading / Rockville, MD 20850 2- 05/2022 / Krivonak Financial Group LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 8 HR MNTH / Bethesda, MD 20817 3- 08/11/2022- Aspida Life / TruChoice- Investment Related- Home Based -Non-Variable Insurance- Start Date- 08/10/2022- 10 Hours Per Month/ 4 Hours During Securities Trading 4- 09/22/2022 - TruChoice - IMO / BGA - Investment Related - Home Based - Non-Variable Insurance - Annuity MGYA Agent - Start Date - 08/10/2022 - 10 Hours Per Month/5 Hours During Securities Trading 5- 06/16/2023 - Capstone Insurance - Investment Related - At Reported Business Location(s) - Property and Casualty - Agent/ Owner - Start Date 06/13/2023 - 20 Hours Per Month/ 1 Hour During Securities Trading 6- 11/10/2025 - Axonic Annuity - Through TruChoice - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/04/2025 - 1 hour per month/ during trading 7- 11/10/2025 - "Oceanview Life and Annuity" through TruChoice - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/04/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-10 |
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