Aiden Baltz

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-02-19
TX	RA	APPROVED	2025-02-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Philadelphia	PA	01/2022	05/2024
Thomas Jefferson University Hospital	Philadelphia	PA	06/2021	12/2021
Full-Time Education	Medford	NJ	06/2006	06/2017
Ursinus College	Collegeville	PA	08/2017	05/2021
Bank Of America N.A.	Philadelphia	PA	05/2024	06/2024
Banc Of America Securities	Pennington	NJ	06/2024	02/2025
Lpl Financial Llc	Doylestown	PA	02/2025	Present

01/2022 → 05/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA
06/2021 → 12/2021

Thomas Jefferson University Hospital

Philadelphia, PA
06/2006 → 06/2017

Full-Time Education

Medford, NJ
08/2017 → 05/2021

Ursinus College

Collegeville, PA
05/2024 → 06/2024

Bank Of America N.A.

Philadelphia, PA
06/2024 → 02/2025

Banc Of America Securities

Pennington, NJ
02/2025 → Present

Lpl Financial Llc

Doylestown, PA

1- 01/2025 / Continuity Private Wealth / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location / start 02/19/2025

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-20

Other Firms