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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-18 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
459 Herndon Parkway, Suite 6, Herndon, VA 20170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Silver Spring | MD | 09/2019 | 08/2022 |
| Bailey Wealth Advisors | Silver Spring | MD | 06/2019 | 08/2022 |
| Ddi Capital, Inc. | Bedminster | NJ | 07/2017 | 03/2019 |
| Pennsylvania State Employee Credit Union | Selinsgrove | PA | 01/2014 | 05/2017 |
| Federal Home Loans Bank Of Ny | New York | NY | 05/2016 | 08/2016 |
| Susquehanna University | Selinsgrove | PA | 08/2013 | 05/2017 |
| Unemployed | Warren | NJ | 05/2017 | 07/2017 |
| Unemployed | College Park | MD | 03/2019 | 06/2019 |
| Securian Financial Services Inc | St Paul | MN | 08/2022 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 08/2022 | 08/2023 |
| Financial Advantage Associates Inc | Rockville | MD | 08/2022 | 11/2024 |
| Cetera Advisor Networks Llc | Rockville | MD | 08/2023 | 11/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 11/2024 |
| Morgan Stanley | Washington | DC | 01/2025 | 03/2026 |
| Lpl Financial Llc | Herndon | VA | 03/2026 | Present |
1. 03/2026 - Old Dominion Investment Corp - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/17/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-11 |
| S65 | Uniform Investment Adviser Law Examination | 2019-04-08 |
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