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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
1919 Gallows Road Suite 100, Vienna, VA 22182 • United States
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 08/2014 | 01/2018 |
| New York Life Insurance Co | Vienna | VA | 05/2014 | 01/2018 |
| Prudential Insurance Company Of America | Vienna | VA | 01/2018 | Present |
| Pruco Securities, Llc. | Vienna | VA | 01/2018 | 11/2024 |
| Lpl Enterprise, Llc | Vienna | VA | 11/2024 | Present |
1) 11/13/2024 - ATG - I am the host of a weekly networking meeting and lead the chapter in finding opportunity to market and promote business amongst each other - Other - Non Inv Related - At Cockeysville, MD - Start Date 10/01/2024 - 10hrs/mth - 6hrs/mth during trading 2) 02/03/2026-RoundTable Financial Partners-Founder/Managing Partner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 12/08/2025-160hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-05 |
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