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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-02-13 |
| VA | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED_RES | 2025-01-22 |
Branch Locations
100 West Rockland Rd., P-2, Montchanin, DE 19710 • United States
Bluemont, VA • 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 Company | Rockville | MD | 03/2004 | 01/2025 |
| Mml Investors Services, Llc | Rockville | MD | 04/2004 | 01/2025 |
| Lpl Financial Llc | Bluemont | VA | 01/2025 | Present |
1-01/2025 / Silverleaf Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 01/10/25 2-01/2025 / Van Pelt & Associates / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 01/10/2025 3-01/2025 / VVF Properties LLC / Real Estate Rental / INV RLTD / START 01/01/2022 4- 01/2025 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 01/10/2025 5- 01/2025 / Van Vixen Farm, LLC / Farm / NON INV RLTD / 30 HRS MNTH / START 01/01/2008 6- 03/04/2026 - Van Pelt & Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/01/2026 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-09 |
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