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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-28 |
| VA | RA | APPROVED | 2021-01-05 |
Branch Locations
408 E Market St. Ste 202, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co | New York | NY | 06/2005 | 09/2016 |
| Goldman, Sachs & Co. | New York | NY | 10/2006 | 09/2016 |
| Wells Fargo Advisors, Llc | Richmond | VA | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 04/2019 |
| Raymond James & Associates, Inc. | Richmond | VA | 04/2019 | 01/2021 |
| Lpl Financial Llc | Charlottesville | VA | 01/2021 | Present |
1) 12/28/2020 - Real Estate Rental - Inv Rel - Harwich, MA - Start: 01/2001 2) 2/23/2021 - Petrichor Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/22/2021 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-22 |
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