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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| VA | RA | APPROVED | 2025-07-30 |
Branch Locations
11900 Chester Village Dr, Chester, VA 23831-1732 • United States
14901 Dogwood Villas Dr., Chesterfield, VA 23832 • United States
5403 Route 1, North Chesterfield, VA 23234-2257 • United States
1200 New York Ave, Glen Allen, VA 23060 • United States
1901 Wal-Mart Way, Midlothian, VA 23113 • United States
3611 Oxbridge Rd, North Chesterfield, VA 23236 • United States
8721 Staples Mill Rd, Richmond, VA 23228 • United States
400 North 8Th St, Ste 117, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 03/2004 | 07/2017 |
| Mass Mutual Life Insurance Company | Glen Allen | VA | 12/2018 | 04/2019 |
| Mml Investors Services | Glen Allen | VA | 01/2019 | 04/2019 |
| Unemployed | Richmond | VA | 07/2017 | 12/2018 |
| Wells Fargo Bank, Na | Glen Allen | VA | 05/2019 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Glen Allen | VA | 05/2019 | 07/2025 |
| Lpl Financial Llc | Midlothian | VA | 07/2025 | Present |
| Argent Credit Union | Midlothian | VA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
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