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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| VA | RA | APPROVED | 2025-01-07 |
Branch Locations
Virginia Beach, VA • United States
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeff S Calhoun, Cpa, Pc | Virginia | VA | 10/1991 | 06/2024 |
| Transamerica Financial Advisors, Inc. | Chesapeake | VA | 09/2021 | 06/2022 |
| World Financial Group, Inc. | Chesapeake | VA | 06/2019 | 04/2020 |
| Ccp Commercial Real Real Estate, Llc | Virginia Beach | VA | 07/2019 | 03/2021 |
| Accounting Resource Solutions, Llc | Virginia Beach | VA | 01/2013 | 05/2024 |
| Kgs | Fairfax | VA | 07/2017 | 07/2018 |
| Old Dominion University | Norfolk | VA | 01/2016 | 12/2019 |
| Dominion Tax Resolution, Inc. | Virginia Beach | VA | 06/2018 | 11/2025 |
| Jbar Holdings Llc | Virginia Beach | VA | 12/2014 | 05/2024 |
| Alphastar Capital Management, Llc | Cornelius | NC | 06/2022 | 06/2024 |
| The Calhoun Financial Group | Virginia Beach | VA | 04/2023 | Present |
| Lpl Financial Llc | Virginia Beach | VA | 01/2025 | Present |
1- 11/2024 / Convergent Strategies, LLC / Tax Prep/Accounting/CPA / Investment Related / 35 hrs mth / 8 hrs during trading / Virginia Beach, VA / Start date: 10/01/2024 2- 11/2024 / The CPA Solution LLC / Business Entity For Tax/Investment Purposes Only / 1 hr mth / 0 hrs during trading / Virginia Beach, VA / Start date: 01/01/2024 3- 11/2024 / COASTAL VA WEALTH GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 4- 11/2024 / The Calhoun Financial Group LLC / Insurance Agency / Investment Related / 30 hrs mth / 4 hrs during trading / Virginia Beach, VA / Start date: 01/01/2020 5- 11/2024 / The Calhoun Financial Group, LLC / Non-Variable Insurance / Investment Related / 6 hrs mth / 8 hrs during trading / Virginia Beach, VA / Start date: 04/01/2023 6- 11/2024 / JBARl LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1 hr mth / 8 hrs during trading / Virginia Beach, VA / Start date: 06/24/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-12 |
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