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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED_RES | 2025-09-06 |
Branch Locations
Virginia Beach, VA • United States
1430 High Street, Bldg 12, Williamsburg, VA 23185 • 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 |
|---|---|---|---|---|
| Virginia Asset Group | Virginia Beach | VA | 07/2005 | Present |
| Infinex Investments, Inc. | Virginia Beach | VA | 06/2008 | 09/2025 |
| Lpl Financial Llc | Virginia Beach | VA | 09/2025 | Present |
| Primis Bank | Williamsburg | VA | 09/2025 | Present |
| Bi Investments, Llc | Glen Allen | VA | 12/2003 | 09/2025 |
1. 09/05/2025 - Taylor and Chase Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Home Based - OBA Start Date: 01/01/2004 2. 09/05/2025 - Virginia Insurance Agency Solutions, Inc - Insurance Agency - Investment Related - 20 Hour(s)/Month - 5 Hour(s) During Trading - At Reported Business Location(s) - OBA Start Date: 07/01/2004 3. 09/05/2025 - Notary - Notary - Investment Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - At Reported Business Location(s) - OBA Start Date: 08/01/2024 4. 09/05/2025 - Virginia Asset Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/4/2025 5. 09/05/2025 - Manning Matthew LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Home Based - OBA Start Date: 10/01/2019 6. 09/05/2025 - JTC Lynnhaven LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 2 Hour(s)/Month - 2 Hour(s) During Trading - At Reported Business Location(s) - OBA Start Date: 02/01/2020 7. 01/15/2026 - F2 Systems LLC - Business Owner - Co-Owner - Not Investment Related - Clarksburg, NJ - Start Date 01/06/2026 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-14 |
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