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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-08 |
| VA | RA | APPROVED | 2013-09-06 |
Branch Locations
4801 Courthouse St, Suite 110, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Williamsburg | VA | 09/2013 | Present |
1. 12/23/2015 - LTCi Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/04/2015 - 4 Hours Per Month During Securities Trading - Long term care insurance sales. 2. 1/14/2020 - S Corp - DBA: Williamsburg Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/03/2013 - 160 Hours Per Month/7 Hours During Securities Trading. 3. 08/02/2024 - Other - Photography - Not Investment Related - Home Based - Start Date 08/01/2024 - 8 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-02 |
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