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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-07 |
| PA | RA | APPROVED | 2026-04-07 |
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
2600 Tower Oaks Blvd Suite 220, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2022 | 08/2024 |
| Gettysburg College | Gettysburg | PA | 03/2022 | 05/2022 |
| Jay Clogg Realty Group, Inc | Rockville | MD | 05/2021 | 08/2021 |
| Chipotle Mexican Grill | Mount Airy | MD | 05/2020 | 08/2020 |
| Brewer's On The Green | Frederick | MD | 05/2021 | 08/2021 |
| Brewer's On The Green | Frederick | MD | 05/2019 | 08/2019 |
| Ymca | Frederick | MD | 05/2018 | 08/2018 |
| Ymca | Frederick | MD | 05/2017 | 08/2017 |
| Full Time Education | Gettysburg | PA | 08/2018 | 05/2022 |
| Full Time Education | Ijamsville | MD | 08/2014 | 05/2018 |
| Chipotle Mexican Grill | Mount Airy | MD | 09/2020 | 11/2020 |
| Cramer Management Llc | Horsham | PA | 08/2024 | 03/2026 |
| Charles Schwab & Co, Inc | Horsham | PA | 08/2024 | 03/2026 |
| Lpl Financial Llc | Rockville | MD | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-01 |
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