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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-24 |
| VA | RA | APPROVED | 2025-01-22 |
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
44330 Mercure Cir. Ste 110, Sterling, VA 20166 • United States
1919 Gallows Road Suite 100, Vienna, VA 22182 • 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 |
|---|---|---|---|---|
| Tiaa | Bethesda | MD | 07/2015 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bethesda | MD | 07/2015 | 11/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2020 | 09/2022 |
| Northwestern Mutual Investment Services Llc | Rockville | MD | 11/2020 | 09/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2020 | 09/2022 |
| The Prudential Insurance Company Of America | North Bethesda | MD | 10/2022 | Present |
| Pruco Securities Llc | North Bethesda | MD | 10/2022 | 11/2024 |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
1) 06/02/2026-Platinum Point Financial-Platinum Point Financial-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/29/2026-160hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-27 |
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