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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-12 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 11/2016 | 05/2017 |
| Secu Credit Union | Baltimore | MD | 08/2015 | 11/2016 |
| Southern New Hampshire University | Manchester | NH | 05/2012 | 07/2017 |
| Unemployed | Cockeysville | MD | 05/2017 | 07/2017 |
| Morgan Stanley Smith Barney | Hunt Valley | MD | 07/2017 | 08/2017 |
| Alion Science And Technology | Washington | DC | 08/2017 | 09/2017 |
| Unemployed | Coltons Point | MD | 09/2017 | 11/2017 |
| Educational Systems Federal Credit Union | Greenbelt | MD | 11/2017 | 06/2018 |
| Unemployed | Coltons Point | MD | 06/2018 | 09/2018 |
| Pnc Bank | Lusby | MD | 09/2018 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 11/2018 | 07/2019 |
| Bank Of America N.A. | Annapolis | MD | 02/2019 | 07/2019 |
| T Rowe Price | Owings Mills | MD | 08/2019 | 03/2021 |
| Unemployed | Owings Mills | MD | 07/2019 | 08/2019 |
| Fidelity Investments | Covington | KY | 04/2021 | 08/2022 |
| Valic Financial Advisors, Inc. | Linthicum Heights | MD | 11/2022 | 01/2024 |
| Unemployed | Owings Mills | MD | 09/2022 | 10/2022 |
| Agia | Houston | TX | 11/2022 | 01/2024 |
| Agia | Houston | TX | 11/2022 | 01/2024 |
| Unemployed | Coltons Point | MD | 01/2024 | 06/2025 |
| Lpl Financial | Alexandria | VA | 06/2024 | Present |
1. 06/02/2025- Hall Wealth Management Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-12 |
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