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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-09 |
Branch Locations
9720 Lee Hwy., Fairfax, VA 22031 • United States
11721 Lee Hwy., Fairfax, VA 22030 • United States
1886 Metro Center - Suite 230, Reston, VA 20190 • United States
21099 Dulles Town Circle, Sterling, VA 20166 • United States
43911 Farmwell Hunt Plaza, Ashburn, VA 20147 • United States
12170 Sunset Hills Rd., Reston, VA 20190 • United States
1025 Herndon Parkway, Herndon, VA 20170 • United States
341 East Market St., Leesburg, VA 20176 • United States
14245-R Centerville Square, Centerville, VA 20121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Centreville | VA | 06/2026 | Present |
| M&T Bank | Centreville | VA | 06/2026 | Present |
| Loyola University Maryland | Baltimore | MD | 09/2015 | 07/2019 |
| Morgan Stanley | Baltimore | MD | 07/2019 | 03/2020 |
| Unemployed | Baltimore | MD | 03/2020 | 08/2020 |
| Wells Fargo | Columbia | MD | 08/2020 | 05/2021 |
| Truist Investment Services, Inc. | Baltimore | MD | 07/2021 | 10/2025 |
| United Brokerage Services, Inc. | Washington | DC | 10/2025 | 06/2026 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wilmington Advisors @M&T - Inv Rel - At Reported Business Location (s) - Start Date: 06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-25 |
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