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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-12-16 |
Branch Locations
165 Log Canoe Cir Ste A, Stevensville, MD 21666 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chesapeake Investment Planning | Stevensville | MD | 06/2014 | 09/2019 |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 09/2019 |
| El Jefe | Stevensville | MD | 11/2015 | 11/2019 |
| Lpl Financial Llc | Stevensville | MD | 09/2019 | 07/2021 |
| Queenstown Vet Hospital | Queenstown | MD | 09/2021 | 05/2022 |
| Lincoln Financial Advisors Corporation | Preston | MD | 06/2022 | 12/2022 |
| Lpl Financial Llc | Stevensville | MD | 12/2022 | Present |
1) 11/2022 - Chesapeake Investment Planning / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hours Per Month / 100 Time Spent Percent / 8 Hours during trading / Stevensville MD 2) 11/2022 - Red Eye's Dock Bar / Outside/W-2 Employment / Not Investment Related / 20 Hours Per Month / 5 Time Spent Percent / 0 Hours during trading / Grasonville MD
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2015-11-03 |
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