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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-14 |
| MD | RA | APPROVED | 2024-08-14 |
Branch Locations
1447 York Road Suite 801, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2017 | 11/2017 |
| Mcadam Llc | Chicago | IL | 05/2017 | 11/2017 |
| University Of Illinois At Urbana-Champaign | Champaign | IL | 08/2013 | 05/2017 |
| Dining Services | Champaign | IL | 08/2015 | 05/2017 |
| Vantage Financial Partners Limited | Arlington Heights | IL | 11/2017 | 09/2020 |
| Triad Advisors Llc | Crystal Lake | IL | 10/2020 | 01/2021 |
| Triad Advisors Llc | Crystal Lake | IL | 01/2021 | 10/2023 |
| American Community Wealth Management, Llc | Crystal Lake | IL | 09/2020 | 10/2023 |
| Lincoln Financial Advisors Corporation | Lutherville | MD | 10/2023 | 08/2024 |
| Lpl Financial | Lutherville | MD | 08/2024 | Present |
1)07/16/2024 - Academy Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
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