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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-05 |
| VA | RA | APPROVED | 2024-09-05 |
Branch Locations
2217 Princess Anne St. Ste 106-1P, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Fayetteville | NC | 03/2004 | 09/2024 |
| Lpl Financial Llc | Fredericksburg | VA | 09/2024 | Present |
1 - 08/26/2024 - Insurance Trails only - Non-Variable Insurance Trails Only - Inv Related - VA 22401 - OBA Start Date: 01/08/2007. 2 - 08/15/2024 - Rappahannock Tax Services - Tax Prep/Accounting/CPA - Inv Related - 30 Hours/Month - 2 Hours During Trading - VA 22401 - OBA Start Date: 02/20/2014. 3 - 08/15/2024 - Rappahannock Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 4 - 08/15/2024 - JNB Consulting INC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - VA 22401 - OBA Start Date: 05/03/2009.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-09 |
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