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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vintage Financial Partners | Rockville | MD | 12/2023 | Present |
| Babbington Inc | Washington | DC | 05/2019 | 12/2023 |
| Gallagher Kies & Company | Milwaukee | WI | 03/2018 | 05/2019 |
| Keller Williams - Milwaukee North Shore | Milwaukee | WI | 06/2017 | 03/2018 |
| Carmen Schools For Science And Technology | Milwaukee | WI | 08/2015 | 06/2017 |
| Lpl Financial | Rockville | MD | 12/2023 | Present |
1-02/2025 / Vintage Financial Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNTH / 8 HRS DURING TRADING / START 02/01/2025 2- 02/2025 / Anna Squier Notary / Notary / INV RLTD / START 05/01/2024 3- 02/2025 / Sharp Turn Products, LLC / Business Owner / NON INV RLTD / START 09/29/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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