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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-09 |
Branch Locations
1430 High Street, Bldg 12, Williamsburg, VA 23185 • United States
607 Lynnhaven Pkwy, Virginia Beach, VA 23452 • 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 |
|---|---|---|---|---|
| Infinex Investments Inc | Meriden | CT | 10/2015 | 09/2025 |
| Virginia Asset Group | Williamsburg | VA | 09/2025 | Present |
| Lpl Financial Llc | Williamsburg | VA | 09/2025 | Present |
| Primis Bank | Williamsburg | VA | 09/2025 | Present |
1. 09/05/2025 - Virginia Insurance Agency Solutions, Inc - Insurance Agency - Investment related - 1 Hrs/Mth - 5 Hrs During Trading - Virginia Beach VA 23452 - OBA start date: 01/01/2020 2. 09/05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Virginia Asset Group - 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: 09/04/2025 3. 09/05/2025 - Notary - Investment Related - At Reported Business Location(s) - Start Date 01/01/2000 - 1 hour per month 4. 09/05/2025 - Primis Bank - Financial Institution Duty - Investment Related - At Reported Business Location(s) - Start Date 01/01/2000 - 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-30 |
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