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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| MD | RA | APPROVED | 2024-12-23 |
Branch Locations
Forest Hill, MD • United States
1447 York Road Suite 801, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Fund Services, Llc | Baltimore | MD | 07/2024 | 10/2024 |
| Harborside Sales Group, Llc | Baltimore | MD | 09/2023 | 10/2024 |
| Wesbanco | Towson | MD | 06/2022 | 09/2023 |
| Wesbanco | Perry Hall | MD | 09/2021 | 06/2022 |
| Forest Hill Elementary | Forest Hill | MD | 09/2018 | 08/2021 |
| Shoprite | Forest Hill | MD | 09/2017 | 08/2018 |
| Slc Construction | Forest Hill | MD | 06/2014 | 11/2019 |
| Academy Financial | Luther | MD | 10/2024 | Present |
| Lpl Financial, Llc | Lutherville | MD | 10/2024 | Present |
1. 10/15/2024- Notary- Inv Rel- Start Date 06/19/2022 2. 10/15/2024- Academy Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- 160 hrs per mnth- 40 hrs during trading- Start Date 10/21/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-04 |
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