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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 |
| VA | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED_RES | 2025-07-25 |
Branch Locations
7950 Jones Branch Dr Ste 8338 Suite 8338, Tysons, VA 22102 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bethesda | MD | 06/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Bethesda | MD | 03/2020 | 07/2025 |
| Lpl Financial, Llc | Tysons | VA | 07/2025 | Present |
1)05/21/2025 - The Capitol Bay Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/21/2025 - CEO Stories - Radio show/Public appearance/ Podcast - Non-Inv Rel - At Reported Location(s) - Start: 07/2025 - 10 Hr/Mth 3)05/21/2025 - Association for Enterprise Growth (AEG) - Business Owner - Non-Inv Rel - Gaithersburg, MD - Start: 06/2025 - 10 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-20 |
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