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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-13 |
| VA | RA | APPROVED | 2012-05-18 |
Branch Locations
124 Newman Ave, Suite 101, Harrisonburg, VA 22801 • United States
Bridgewater, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Harrisonburg | VA | 05/2012 | Present |
(1) 06/17/2016 - Larson Wealth Management - DBA for LPL Business (entity for LPL business) - Larson Wealth Management - INV REL - START 09/01/2016 - 578 E. Market St. Harrisonburg, VA 22801 - Fixed insurance sales, as well as variable product sales and fee-based planning. - 45 HR/MO, 45 DURING SECS TRDG HRS (2) 11/20/2024 - Real Estate Rental - Owner/ Manager - Investment Related - At Reported Business Location(s) - Start Date 10/21/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-20 |
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