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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-12 |
| DC | RA | APPROVED | 2025-09-10 |
Branch Locations
Washington, DC • United States
4747 Lincoln Mall Dr Suite 602, Matteson, IL 60443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2017 | 11/2017 |
| Accenture | Washington | DC | 01/2012 | 04/2017 |
| Bank Of America, Na | Washington | DC | 04/2017 | 11/2017 |
| Unemployed | Washington | DC | 11/2017 | 02/2018 |
| Morgan Stanley Smith Barney Llc | Washington | DC | 02/2018 | 09/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | 09/2019 |
| Momentum Advisors, Llc | New York | NY | 10/2020 | 11/2020 |
| Unemployed | Washington | DC | 10/2019 | 10/2020 |
| T. Rowe Price | Baltimore | MD | 07/2021 | 07/2023 |
| Maryland Women's Business Center | Rockville | MD | 10/2020 | 07/2021 |
| Lpl Financial, Llc | Matteson | IL | 07/2025 | Present |
| Unemployed | Washington | DC | 07/2023 | 05/2025 |
| Forward Global | Washington | DC | 03/2025 | Present |
1- 05/2025 / EAW Wealth & Retirement Planning LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 4 hrs during trading / At reported business location(s) 2- 05/2025 / Forward Global / Outside/W-2 Employment / Not Investment Related / 80 hrs mth / 4 hrs during trading / Washington, DC / Start date: 03/31/2025 3- 05/2025 / Canary Ventures, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 10 hrs mth / Washington, DC / Start date: 01/01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-07 |
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