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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 01/2024 | 10/2025 |
| Sandy Spring Bank | Reston | VA | 04/2014 | 01/2024 |
| Bank Of America, N.A | Leesburg | VA | 02/2024 | 10/2025 |
| Lpl Financial, Llc | Ashburn | VA | 12/2025 | Present |
| Potomac Bank Trust & Wealth | Ashburn | VA | 11/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BCT Investments - Investment Related - At Reported Business Location(s) - Start Date: 12/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-16 |
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