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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-11-14 |
| MD | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
909 Rose Ave Ste 400, Rockville, MD 20852 • United States
909 Rose Ave Ste 650 Suite 400, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Vienna | VA | 05/2021 | 07/2023 |
| Cutco Cutlery | Chapel Hill | NC | 05/2019 | 01/2020 |
| Strauss Attorneys Pllc | Asheville | NC | 05/2018 | 01/2019 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2017 | 05/2021 |
| Tc Roberson High School | Asheville | NC | 08/2014 | 06/2017 |
| The Prudential Insurance Co. Of America | North Bethesda | MD | 07/2023 | Present |
| Pruco Securities, Llc | North Bethesda | MD | 07/2023 | 11/2024 |
| Lpl Enterprise, Llc | Rockville | MD | 11/2024 | Present |
1) 01/06/2025- Cole Draper Notary Public- Notary- I am available to work as a public notary. I do not charge for these services.- inv. related- at Washington, DC- start date 05/15/2024- 1hr/mnth-0hrs during trading 2) 09/03/2025-Velocity Capital Consulting-Cofounder, Chief Operating Officer-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 08/27/2025-200hrs/mth-110hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-11 |
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