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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-27 |
Branch Locations
4860 Cox Rd Ste 200 #216, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Securities Management, Inc | Richmond | VA | 03/2009 | 10/2018 |
| Oyster Consulting Llc | Glen Allen | VA | 03/2022 | 05/2024 |
| Unemployed | Glen Allen | VA | 06/2024 | 05/2026 |
| Lpl Financial | Glen Allen | VA | 05/2026 | Present |
| Unemployed | Richmond | VA | 10/2018 | 06/2019 |
| Hilltop Securities Independent Network Inc. | Richmond | VA | 06/2019 | 03/2022 |
1. 05/2026 - Highland Partners Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related – 40 Hour(s)/Month – 40 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/26/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2022-04-19 |
| S66 | Uniform Combined State Law Examination | 2007-01-12 |
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