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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-10 |
Branch Locations
302 Bulifants Blvd Suite 201B, Williamsburg, VA 23188 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Williamsburg | VA | 06/2005 | 07/2024 |
| Mml Investors Services, Llc | Williamsburg | VA | 06/2005 | 07/2024 |
| Lpl Financial Llc | Williamsburg | VA | 07/2024 | Present |
1- 06/11/2024 / Cooprider Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 06/11/2024 / Cooprider Financial Partners / Non-Variable Insurance / Investment Related / 4 hrs mth / 1 hr during trading / Williamsburg, VA / Start date: 07/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-02 |
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