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4669 South Blvd Ste 105, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-01 |
Branch Locations
4669 South Blvd Ste 105, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Virginia Beach | VA | 04/1996 | 10/2025 |
| Lcw Services, Llc D/B/A Altura Wealth Advisors | Virginia Beach | VA | 10/2025 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Virginia Beach | VA | 10/2025 | 02/2026 |
1. Fixed Insurance. Not investment-related. At registered location. Fixed Insurance. Agent. 09/2025. 5 hrs/month. 5 hrs during securities hrs. Provide insurance advice based on the needs of clients. 2. BB&L Holdings LLC. Not investment-related. 1148 Crystal Lake Drive, Virginia Beach, VA 23451. Holding Company. Owner. 03/2004. 2 hrs/month. 2 hrs during securities hrs. None, this is a Papa Johns' franchise (passive investment) which I own 50%. 3. LCI, LLC. Investment-related. 4669 South Blvd. Suite 105, Virginia Beach, VA 23451. Holding Company. Member. 10/2021. 5 hrs/month. 5 hrs during securities hrs. This is an S- Corp that owns shares in LCW Services, LLC. This is a tax conduit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-18 |
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