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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-31 |
Branch Locations
711 Bestgate Rd Ste 201, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trident Wealth | Annapolis | MD | 05/2025 | Present |
| Student At University Of Maryland | College Park | MD | 09/2021 | 05/2025 |
| Student At St. Mary's | Annapolis | MD | 09/2012 | 09/2021 |
| Lpl Financial | Annapolis | MD | 01/2025 | Present |
1. 06/2026 - Trident Wealth - 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: 6/11/2026 2. 06/2026 - Trident Wealth - Notary - Not Inv Related – 1 Hour(s)/Month – 1 Hour(s) During Trading – Annapolis, MD, 21401 – OBA Start Date: 08/11/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-30 |
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