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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-07-21 |
Branch Locations
102 W Eden St, Edenton, NC 27932 • United States
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Virginia Beach | VA | 05/2013 | 10/2018 |
| Waddell & Reed, Inc. | Virginia Beach | VA | 12/2018 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Norfolk | VA | 12/2018 | 07/2021 |
| Portsmouth Boat Club | Portsmouth | VA | 01/2013 | 12/2019 |
| Norfolk Police Foundation | Norfolk | VA | 11/2018 | 07/2021 |
| Daniel Neice | Virginia Beach | VA | 12/2018 | 07/2021 |
| Ski World Llc | Virginia Beach | VA | 11/2018 | 07/2021 |
| Hampton Roads Community Foundation | Norfolk | VA | 01/2020 | 07/2021 |
| Noel Martin | Virginia Beach | VA | 01/2020 | 07/2021 |
| Paul Day | Virginia Beach | VA | 02/2020 | 07/2021 |
| Lpl Financial Llc | Virginia Beach | VA | 07/2021 | Present |
1. 08/11/2021/ COVA Wealth Group/DBA for LPL Business (entity for LPL business)/Investment Related/0 HRS/MO/Virginia Beach 2. 08/11/2021/ Coastal Virginia Wealth Group/ DBA for LPL Business (entity for LPL business)/Investment Related/0 HRS/MO/Virginia Beach 3. 08/11/2021/Insurance Agent/Non-Variable Insurance/Investment Related/0 HRS/MO/Virginia Beach, VA 4. 05/01/2025 - Pasquotank County, NC - Outside/W-2 Employment - Not Investment Related - Elizabeth City, NC - Start date: 03/10/2025 - 30 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-01 |
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