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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Frost Middle School | Fairfax | VA | 02/2016 | 09/2017 |
| Wtw Woodson High School | Fairfax | VA | 09/2017 | 06/2018 |
| Bishop O'cOnnell High School | Arlington | VA | 08/2018 | 07/2021 |
| James Madison University | Harrisonburg | VA | 09/2021 | 05/2025 |
| Flynn And O'hAra | Fairfax | VA | 06/2019 | 08/2019 |
| The Home Depot | Fairfax | VA | 05/2022 | 08/2022 |
| The Home Depot | Harrisonburg | VA | 09/2022 | 12/2022 |
| Holy Spirit Catholic Church | Annandale | VA | 05/2023 | 01/2025 |
| Alku | Harrisonburg | VA | 01/2024 | 05/2024 |
| The Laundry Boss | Powhatan | VA | 06/2024 | 09/2024 |
| Clark Construction | Richmond | VA | 07/2025 | 10/2025 |
| Lpl Financial | Rockville | MD | 10/2025 | Present |
1. 03/2026 - Vintage Financial Partners - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 137 Hrs During Trading - OBA start date: 3/11/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-14 |
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