Robert Dailey

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-05-05

MD RA
APPROVED

Since 2026-05-05

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

Organization	City	State	From	To
Valic Financial Advisors, Inc.	Linthicum	MD	04/2014	05/2026
Agia	Houston	TX	12/2022	05/2026
Lpl Financial, Llc	Annapolis	MD	05/2026	Present

04/2014 → 05/2026

Valic Financial Advisors, Inc.

Linthicum, MD
12/2022 → 05/2026

Agia

Houston, TX
05/2026 → Present

Lpl Financial, Llc

Annapolis, MD

Previous Registrations

2014-07-01 → 2026-05-20

Valic Financial Advisors, Inc.

Linthicum Heights, MD

Linthicum Heights, MD

Other Businesses

1. 04/2026 - Charter Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - 40 Hour(s)/Month - 5 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/1/2026 2. 04/2026 - Robert Dailey - Non-Variable Insurance - Inv Related - 5 Hour(s)/Month - 1 Hour(s) During Trading - Annapolis, MD, 21401 - OBA Start Date: 05/01/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-06-30

S66 Uniform Combined State Law Examination

2014-06-30

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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