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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Sears Holding | Silver Spring | MD | 06/2014 | 04/2018 |
| Student | Adelphi | MD | 09/2015 | 05/2021 |
| Navy Federal Credit Union | Glenarden | MD | 06/2019 | 05/2022 |
| Market Source | Hyattsville | MD | 09/2019 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2022 | 07/2024 |
| Northwestern Mutual Investment Services Llc | Washington | DC | 03/2023 | 07/2024 |
| The Prudential Insurance Company Of America | North Bethesda | MD | 07/2024 | Present |
| Pruco Securities Llc | North Bethesda | MD | 07/2024 | 11/2024 |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-23 |
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