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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-02 |
Branch Locations
1410 Forest Dr Ste 30 Clock Tower Place, Annapolis, MD 21403-1446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Annapolis | MD | 12/2022 | Present |
| Atlantic Prime Mortgage | Annapolis | MD | 04/2022 | 10/2022 |
| Freedom Mortgage Corperation | Columbia | MD | 04/2020 | 04/2022 |
| Leveling The Playing Field | Baltimore | MD | 07/2019 | 03/2020 |
| 2U Inc | Lanham | MD | 03/2015 | 04/2019 |
| Unemployed | Annapolis | MD | 11/2022 | 12/2022 |
| Unemloyed | Baltimore | MD | 04/2019 | 07/2019 |
1- 07/2023 / NGFCU Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS MNTH / 8 HRS During Trading/100 Time Spnt Prnct 2-07/2023 / Blue Heron Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS MNTH / 8 HRS During Trading/100 Time Spnt Prnct/start date 01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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