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Patricia Lynn Davies

LPl Financial LLC

Frederick, MD

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-10-21
  • MD RA
    APPROVED
    Since 2025-10-21

Branch Locations

401 West Patrick St, Ste 6, Frederick, MD 21701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Almacy & Co. Cpas Pa Frederick MD 02/2016 Present
Cetera Advisors Llc Denver CO 07/2018 11/2021
Lpl Financial Llc Frederick MD 11/2021 08/2024
Maryland Financial Group, Inc. Dba Almacy Investments Frederick MD 11/2021 05/2024
Rm Benefits Of Maryland Frederick MD 08/2024 Present
Lpl Financial Fredrick MD 10/2025 Present
  • 02/2016 → Present
    Almacy & Co. Cpas Pa
    Frederick, MD
  • 07/2018 → 11/2021
    Cetera Advisors Llc
    Denver, CO
  • 11/2021 → 08/2024
    Frederick, MD
  • 11/2021 → 05/2024
    Maryland Financial Group, Inc. Dba Almacy Investments
    Frederick, MD
  • 08/2024 → Present
    Rm Benefits Of Maryland
    Frederick, MD
  • 10/2025 → Present
    Lpl Financial
    Fredrick, MD
Previous Registrations
  • 2021-11-22 → 2025-06-16
    Maryland Financial Group, Inc.
    Frederick, MD
    Rockville, MD
  • 2023-01-10 → 2024-09-12
    Marietta, GA
    Frederick, MD
    Frederick, MD
  • 2019-07-11 → 2021-11-22
    Cetera Advisors Llc
    Frederick, MD
Other Businesses

1. 10/2025 - Almacy & Co. CPAs PA - Outside/W-2 Employment - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Frederick MD 21701 - OBA Start Date: 02/01/2016 2.10/2025 - RM Benefits of Maryland - Outside/W-2 Employment - Inv Related - 120 Hour(s)/Month - 120 Hour(s) During Trading - Frederick MD 21701 - OBA Start Date: 08/01/2024 3. 10/2025 - RM Benefits Retirement Consulting - DBA for LPL Business (entity for LPL business) - Inv Related - 170 Hour(s)/Month - 120 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 10/21/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-05
S63 Uniform Securities Agent State Law Examination 2018-11-09
  • S66 Uniform Combined State Law Examination
    2019-07-05
  • S63 Uniform Securities Agent State Law Examination
    2018-11-09
Other Names
  • Patrica Lynn Skipper
  • Patricia Reinhardt
  • Patricia Lynn Reinhardt
  • Trish Davies

View on SEC IAPD

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