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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial | Mt. Pleasant | SC | 03/2014 | Present |
| Maryland Financial Group, Inc. | Mt. Pleasant | SC | 04/2014 | Present |
1. 03/31/2014 - GSF Properties- REAL ESTATE RENTAL -0% - MYRTLE BEACH, SC - Inv Rel 2. 03/31/2014 - Legacy Wealth Management - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Rel 3. 03/31/2014 - Financial Advocacy Network - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - INv Rel 4. 04/30/2014 - Maryland Financial Group - Inv Rel -Registered Investment Advisor - (HYBRID) Maryland Financial Group, Inc - TIME SPENT 75% - MT. PLEASANT, SC - At Reported Business Location(s) 5. 07/01/2025 - The Monitor Group - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Rel - Start date: 07/01/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-29 |
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