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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-22 |
| MD | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2013 | 05/2019 |
| Bank Of America, N.A. | Washington | DC | 12/2014 | 05/2019 |
| Chapin Davis | Washington | DC | 05/2019 | 10/2021 |
| Janney Montgomery Scott Llc | Alexandria | VA | 10/2021 | 10/2024 |
| Janney Montgomery Scott Llc | Washington | DC | 10/2024 | 01/2025 |
| Lpl Financial Llc | Rockville | MD | 01/2025 | Present |
1. 12/15/2024- Vintage Financial Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 12/15/2024- Insurance Sales- Non-Variable Insurance- Inv Rel- MD 20852- Start Date 01/09/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-28 |
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