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David Dickinson Weaver

LPl Financial LLC

Belmont, NC

Catonsville, MD

CRD 2964076

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-31
  • NC RA
    APPROVED
    Since 2026-07-31

Branch Locations

Belmont, NC • United States

307 Frederick Road, Catonsville, MD 21228 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mid-Atlantic Boat Sales, Llc Annapolis MD 04/2014 05/2019
Fawcett Marine Services, Llc Annapolis MD 05/2019 12/2020
Unemployed Elkridge MD 01/2021 02/2022
Lpl Financial Catonsville MD 02/2022 Present
  • 04/2014 → 05/2019
    Mid-Atlantic Boat Sales, Llc
    Annapolis, MD
  • 05/2019 → 12/2020
    Fawcett Marine Services, Llc
    Annapolis, MD
  • 01/2021 → 02/2022
    Unemployed
    Elkridge, MD
  • 02/2022 → Present
    Lpl Financial
    Catonsville, MD
Other Businesses

1- 02/2022 / DBA for LPL Business (entity for LPL business) / Retirement and Investment Group, LLC / Investment Related / At Reported Business Location(s)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-28
  • S63 Uniform Securities Agent State Law Examination
    2022-06-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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