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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-24 |
| VA | RA | APPROVED | 2005-02-18 |
Branch Locations
500 East Main St Ste #1110, Norfolk, VA 23510-2300 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Norfolk | VA | 02/2005 | Present |
1. 02/18/2005 - LINEAGE WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 02/01/2023 - American Business Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Managing Partner - Start Date: 01/16/2023 - 2 Hours Per Month/0 Hours During Securities Trading. 3. 04/14/2026 - AXONIC Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/20/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-11 |
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