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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-07-05 |
| TX | RA | APPROVED | 2024-07-05 |
Branch Locations
37169 Rehoboth Avenue Ext #3, Rehoboth Beach, DE 19971 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2015 | 07/2024 |
| Lpl Financial Llc | Rehoboth Beach | DE | 07/2024 | Present |
1) 07/05/2024 - Wealth Market - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/05/2024 - Real Estate Rental - MD 21842 - Investment related - 1 Hour per month - Start date: 03/01/2023. 3) 07/05/2024 - Wealth Market - Tax Prep/Accounting/CPA - Financial Advisor/Employee - DE 19971 - Investment related - 20 Hours per month - Start date: 07/08/2024. 4) 10/23/2024 - Wearden LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Start Date 12/23/2024 - 1 Hour Per Month/ 0 Hours During Trading 5) 01/27/2025- Wearden LLC- Real Estate Rental- At Ocean City, MD- Start date 01/01/2025- 1 Hour Per Month 6) 01/27/2025- Wearden LLC- Real Estate Rental- At Ocean City, MD- Start date 01/01/2025- 1 Hour Per Month 7) 01/26/2026 - Tax Market LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/21/2026 - 8 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
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