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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 10/2022 | 05/2025 |
| M&T Bank | Salisbury | MD | 09/2015 | 10/2022 |
| Bank Of America, N.A. | Columbia | MD | 12/2022 | 05/2025 |
| M&T Bank | Salisbury | MD | 05/2025 | Present |
| Lpl Financial | Salisbury | MD | 06/2025 | Present |
1 Start Date: 06/23/2025 - Investment products and services are offered through LPL Financial LLC using the DBA name M&T Financial Services 2 Start Date: 06/11/2025 - M&T Bank - Financial Institution Duty - Investment Related - Salisbury, MD 21801 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 50
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-01 |
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