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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED_RES | 2026-07-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Roadhouse | Frederick | MD | 07/2017 | 04/2018 |
| Buffalo Wild Wings | Gaithersburg | MD | 08/2010 | 07/2017 |
| Valic Financial Advisors, Inc. | Linthicum | MD | 04/2018 | 01/2024 |
| Agia | Houston | TX | 12/2022 | 01/2024 |
| Lincoln Financial Advisors Corporation | Towson | MD | 01/2024 | 01/2025 |
| Osaic Wealth, Inc. | Towson | MD | 01/2025 | 07/2026 |
| Lpl Financial | Towson | MD | 07/2026 | Present |
1. 07/2026 - Okun Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 7/27/2026 2. 07/2026 - Ryan Pollard - Non-Variable Insurance - Investment related - Towson MD 21204 - 05 Hrs/Mth - 05 Hrs During Trading - OBA start date: 07/27/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-11 |
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