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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6 Montgomery Vill Ave Ste 650, Gaithersburg, MD 20879 • United States
6 Montgomery Village Ave, Suite 650, Gaithersburg, MD 20879 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Gaithersburg | MD | 10/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Bethesda | MD | 03/2020 | 03/2025 |
| Lpl Financial | Gaithersburg | MD | 03/2025 | Present |
1- 01/2025 / Seasons Family Wealth Management / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 8 hrs during trading / start 02/06/2025 2) 04/22/2025 - Seasons Family Wealth Management - Investment related - Business Entity For Tax/Investment Purposes Only - At reported business location - Start Date:05/07/2025 - 2 hrs mnth / 0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-17 |
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