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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-07 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2997 Steelsburg Hwy, Suite A, Cedar Bluff, VA 24609 • United States
2997 Steelsburg Hwy, Suite A, Cedar Bluff, VA 24609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic | Durham | NC | 10/1999 | 11/2019 |
| Securities America, Inc. | Cedar Bluff | VA | 11/2019 | 05/2024 |
| Securities America Advisors | Cedar Bluff | VA | 11/2019 | 05/2024 |
| Lpl Financial Llc | Cedar Bluff | VA | 05/2024 | Present |
1) 4/15/2024- South Guard Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 4/15/2024- Steven Davis- Real Estate Rental- Co-owner- Inv. Related- Cedar Bluff, VA- start date 11/15/2019- 0hrs/mth 3) 4/15/2024- Steven Davis- Non-Variable Insurance- Agent selling Term Life Insurance, Whole Life Insurance- Inv. Related- Cedar Bluff, VA - start date 4/4/24- 5hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-25 |
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