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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-06-17 |
| TX | RA | APPROVED | 2021-06-17 |
Branch Locations
29 N Liberty St, Cumberland, MD 21502 • United States
24445 Garrett Hwy, Suite 101, Mc Henry, MD 21541 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cumberland | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cumberland | MD | 11/2016 | 06/2021 |
| Lpl Financial, Llc | Cumberland | MD | 06/2021 | Present |
1) 2021 - DBA for LPL Business (entity for LPL business) - Boggs & Company Wealth Management - Investment Related - Cumberland, MD 21502 2) 2011 - Real Estate Rental - AP PROPERTIES, LLC - Investment Related - 15 E Railroad St, Lonaconing, MD 21539 3) 2011 - Real Estate Rental - AP PROPERTIES, LLC - Investment Related - 15b E Railroad St, Lonaconing, MD 21539 4) 2011 - Real Estate Rental - AP PROPERTIES, LLC - Investment Related - 18 E Railroad St, Lonaconing, MD 21539 5) 2011 - Real Estate Rental - AP PROPERTIES, LLC - Investment Related - 15 E Main Street Lonaconing, MD 21539 6) 2011 - Real Estate Rental - AP PROPERTIES, LLC - Investment Related - 22 Watercliffe Street Lonaconing, MD 21539 7) 2011 - Real Estate Rental - AP PROPERTIES, LLC - Investment Related - 19019 Water Street Barton MD 21521 8) 1990 - Notary - Patsy Stullenbarger - Not Investment Related - Cumberland, MD 21502
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-19 |
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