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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-03 |
| VA | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED_RES | 2025-09-06 |
Branch Locations
10B Juniper Trail, Kitty Hawk, NC 27979 • United States
607 Lynnhaven Pkwy, Virginia Beach, VA 23452 • 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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Virginia Beach | VA | 06/2008 | 09/2025 |
| Virginia Asset Group | Virginia Beach | VA | 09/2011 | Present |
| Lpl Financial Llc | Virgina Beach | VA | 09/2025 | Present |
1. 09/05/2025 - McMillan Wealth Management Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hour(s)/Month - 0 Hour(s) During Trading - Chesapeake, VA 23320 - OBA Start Date: 07/15/2011 2. 09/05/2025 - Virginia Asset Group - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business Location(s) 3. 09/05/2025 - Virginia Insurance Agency Solutions - Insurance Agency - Investment Related - 2.5 Hour(s)/Month - 0.25 Hour(s) During Trading - Virginia Beach, VA 23452 - OBA Start Date: 07/15/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-24 |
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