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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-06-17 |
| TX | RA | APPROVED_RES | 2021-06-17 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cumberland | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cumberland | MD | 11/2016 | 06/2021 |
| Lpl Financial, Llc | Cumberland | MD | 06/2021 | Present |
1. 06/17/2021 - BOGGS & COMPANY WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ CUMBERLAND, MD 2. 01/01/1990 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 25 LIBERTY ST, CUMBERLAND, MD 21502 3. 06/17/2021 - LS PROJECT LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ LAVALE, MD 4. 04/21/2017 - WAKO LLC./ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ KEYSER, WV 5. 01/01/2005 - BHW, LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ KEYSER, WV 6. 08/22/2022 - No Business Name - Not Investment Related - Patterson Creek, WVa./ RT 220 N Bedford Pa - Business Owner - Start Date - 08/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading - Business Owner - Sole Proprietorship 7. 09/06/2022 - BHW LLC - Not Investment Related - Business Owner - Owner - Start Date - 10/01/2012 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-06 |
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