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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 |
Branch Locations
1430 High Street, Bldg 12, Williamsburg, VA 23185 • United States
Ashland, VA • United States
9495 Charter Gate Drive, Mechanicsville, VA 23116 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Suntrust Investment Svc, Inc. | Richmond | VA | 11/2007 | 07/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2007 | 07/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 07/2017 |
| Capitol Securities Management | Glen Allen | VA | 08/2017 | 02/2020 |
| Infinex Investments, Inc. | Meriden | CT | 02/2020 | 09/2025 |
| Virginia Asset Group | Virginia Beach | VA | 02/2020 | Present |
| Lpl Financial Llc | Mechanicsville | VA | 09/2025 | Present |
| Primis Bank | Williamsburg | VA | 09/2025 | Present |
1. 07/2025 - VIRGINIA INSURANCE AGENCY SOLUTIONS. - Non-Variable Insurance - Investment Related - 4 Hrs/Mth - 1 Hrs During Trading - Virginia Beach, VA 23452 - OBA Start Date: 04/01/2019 2. 07/2025 - Virginia Asset Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/4/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-15 |
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