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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
4707 Executive Dr, San Diego, CA 92121-3091 • United States
607 Lynnhaven Pkwy, Virginia Beach, VA 23452 • United States
Virginia Beach, VA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Norfolk | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Norfolk | VA | 11/2016 | 10/2020 |
| Infinex Investments, Inc. | Meriden | CT | 10/2020 | 09/2025 |
| Virginia Asset Group | Virginia Beach | VA | 10/2020 | Present |
| Lpl Financial Llc | Virginia Beach | VA | 09/2025 | Present |
1. 08/2025 - Virginia Asset Group - DBA for LPL Business (entity for LPL business) - Investment related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Virginia Beach, VA 23452 - OBA Start Date: 09/04/2025. 2. 08/2025 - Virginia Insurance Agency Solutions, Inc - Insurance Agency - Investment related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Virginia Beach, VA 23452 - OBA Start Date: 10/01/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-14 |
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