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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
6831 Sir Viceroy Drive, Alexandria, VA 22315 • United States
4097 Monument Corner Dr, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated | Ashburn | VA | 12/2016 | 04/2021 |
| Bank Of America, N.A. | Ashburn | VA | 06/2014 | 12/2016 |
| Bank Of America, N.A. | Ashburn | VA | 05/2017 | 04/2021 |
| Fidelity Investments | Reston | VA | 04/2021 | 07/2022 |
| Raymond James & Associates, Inc. | Washington | DC | 10/2022 | 07/2024 |
| Unemployed | Aldie | VA | 07/2022 | 08/2022 |
| Parallel Wine Bistro | Ashburn | VA | 08/2022 | 10/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2024 | 05/2025 |
| Apple Federal Credit Union | Alexandria | VA | 07/2024 | Present |
| Lpl Financial Llc | Alexandria | VA | 05/2025 | Present |
1 - 05/2025 - Apple Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 120 Hours/Month - 1 Hour During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-17 |
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