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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-22 |
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
303 International Circle Suite 130, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worthington Financial Partners | Timonium | MD | 11/2016 | 04/2018 |
| Golftec North Bethesda | North Bethesda | MD | 06/2015 | 10/2016 |
| Equity Services Inc | Montpelier | VT | 02/2016 | 04/2018 |
| Prudential Insurance Company Of America | Hunt Valley | MD | 04/2018 | Present |
| Pruco Securities, Llc. | Hunt Valley | MD | 04/2018 | 11/2024 |
| Lpl Enterprise, Llc | Hunt Valley | MD | 11/2024 | Present |
1) 12/06/2024 - Patrick Chairs - Real Estate Rental - Rental Income only - INV Related - At Cockeysville, MD - Start Date 11/01/2024 - 1hrs/mth - 0hrs During Trading 2) 02/11/2025 - Clarity Wealth Management - DBA for LPL Business (entity for LPL business) - INV Related - At reported business location(s) - Start Date 12/30/2024 - 200hrs/mth - 140hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-12 |
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