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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
Charlotte Hall, MD • United States
303 International Circle Suite 105, Hunt Valley, MD 21030-1364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isi Of Maryland Dba Insurance Solutions | Annapolis | MD | 10/2010 | 05/2017 |
| Infinex Investments, Inc. | Meriden | CT | 07/2017 | 12/2021 |
| Community Bank Of The Chesapeake | Mechanicsville | MD | 07/2017 | 12/2021 |
| Pruco Securities, Llc. | Charlotte Hall | MD | 12/2021 | 11/2024 |
| Prudential Insurance Company Of America | Charlotte Hall | MD | 12/2021 | Present |
| Lpl Enterprise, Llc | Charlotte Hall | MD | 11/2024 | Present |
1) 08/26/2024 - Jessica Light - Medical Supplement Insurance Renewals - Non-Variable Insurance Commission Trails - Inv Related - At Charlotte Hall, MD - Start Date 10/01/2010 - 0hrs/mth - 0hrs/mth During Trading 2) 08/26/2024 - Retirement Light, LLC - Assisting clients with purchasing Medicare Supplements and Drug Plans - Non-Variable Insurance - Inv Related - At Charlotte Hall, MD - Start Date 05/20/2022 - 10hrs/mth - 10hrs/mth During Trading 3) 08/26/2024 - College of Southern Maryland - Adjunct professor for undergraduate students - Teacher Paid by School or University - Non Inv Related - At Charlotte Hall, MD - Start Date 08/26/2024 - 15hrs/mth - 5hrs/mth During Trading 4) 02/06/2026-Align Wealth Planning-Partner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 02/04/2026-80hrs/mth-80hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-09 |
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