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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-02 |
| VA | RA | APPROVED | 2025-12-02 |
Branch Locations
4905 Dickens Road, Suite 108, Richmond, VA 23230 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4905 Dickens Road, Suite 108, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Richmond | VA | 09/2015 | 03/2018 |
| Investacorp, Inc. | Miami | FL | 03/2018 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 03/2018 | 07/2020 |
| Securities America, Inc. | Richmond | VA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Richmond | VA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Richmond | VA | 06/2024 | 12/2025 |
| Lpl Financial Llc | Richmond | VA | 12/2025 | Present |
1. 10/2025 - True Life and Legacy Planning LLC - Business Entity For Tax/Investment Purposes Only - Investment related - 40 Hrs/Mth - 02 Hrs During Trading - Richmond, VA 23230 - OBA start Date: 01/01/2020 2. 10/2025 - Wealth Innovations LLC - DBA for LPL Business (entity for LPL business) - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - At Reported Business Location(s) - OBA start Date: 12/01/2025 3. 10/2025 - Samuel Laneave - Non-Variable Insurance - Investment related - 10 Hrs/Mth - 05 Hrs During Trading - Richmond, VA 23230 - OBA start Date: 01/01/2006
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-02 |
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