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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-27 |
Branch Locations
909 Rose Avenue Suite 650, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | North Bethesda | MD | 03/2026 | Present |
| Dumbarton Middle School | Baltimore | MD | 02/2016 | 05/2017 |
| Towson Highschool | Baltimore | MD | 08/2017 | 05/2021 |
| St. Mary's College Of Maryland | St. Mary's City | MD | 08/2021 | 05/2025 |
| Breton Bay Golf & Country Club | Leonardtown | MD | 07/2025 | Present |
| St. Mary's County Public Schools | Leonardtown | MD | 12/2025 | Present |
1. 02/26/2026 - FINN PARKINSON N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Leonardtown MD - OBA start date: 02/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 02/26/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Leonardtown MD - OBA start date: 002/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 02/26/2026 - Breton Bay Golf & Country Club - Outside/W-2 Employment - Not Investment related - Leonardtown MD - OBA start date: 07/17/2025 - 25 Hrs/Mth - 25 Hrs During Trading 4. 02/26/2026 - St. Mary's County Public Schools - Teacher Paid by School or University - Not Investment related - Leonardtown MD - OBA start date: 12/17/2025 - 80 Hrs/Mth - 80 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-27 |
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