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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-12-14 |
| VA | RA | APPROVED | 2017-12-13 |
Branch Locations
501 Village Ave Ste 104, Yorktown, VA 23693-5657 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Advisory Services, Inc. | Hampton | VA | 03/1989 | 12/2017 |
| Nationwide Securities, Llc | Yorktown | VA | 08/2008 | 12/2017 |
| Lpl Financial, Llc | Yorktown | VA | 12/2017 | Present |
| The Laufer Insurance Agency, Inc | Yorktown | VA | 12/1989 | Present |
| Laufer Insurance Solutions, Inc | Yorktown | VA | 01/2017 | Present |
1. 12/13/2017 - EAGLE WEALTH ADVISORS LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ YORKTOWN, VA. 2. 12/13/2017 - LTP LLC - REAL ESTATE/ REAL ESTATE RENTAL/ 5%/ YORKTOWN, VA. 3. 12/13/2017 - THE LAUFER INSURANCE AGENCY INC/ NON-VARIABLE INSURANCE/ 5%/ YORKTOWN, VA. 4. 11/29/2023: Relation Insurance DBA Laufer Insurance; At reported business location(s); Non-Variable Insurance; Inv. related; start date 1/1/2021; 60hes/mo.; 20hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-12 |
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