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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-21 |
| VA | RA | APPROVED | 2025-04-21 |
Branch Locations
1954 Evelyn Byrd Avenue, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 07/2010 | 04/2025 |
| Lpl Financial Llc | Harrisonburg | VA | 04/2025 | Present |
1- 03/2025 / Loomis Wealth Management / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location 2- 03/2025 / William Loomis IV / Notary / Investment Related / 1 hrs mnth / 1 hrs during trading / start 03/31/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-02 |
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