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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
Branch Locations
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
Chesapeake, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Virginia Beach | VA | 11/2006 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Chesapeake | VA | 01/2007 | 07/2021 |
| Duke Alumni Club Of Hampton Roads | Chesapeake | VA | 07/2007 | 07/2021 |
| Financial Planning Association Of Hampton Roads | Virginia Beach | VA | 01/2013 | 01/2017 |
| Daniel K Neice | Chesapeake | VA | 09/1997 | 07/2021 |
| Financial Planning Association | Virginia Beach | VA | 01/2015 | 04/2021 |
| Business Network International | Virginia Beach | VA | 04/2016 | 05/2017 |
| Dnp&P Group Llc | Virginia Beach | VA | 08/2019 | 07/2021 |
| Lpl Financial Llc | Virginia Beach | VA | 07/2021 | Present |
1) 8/12/2021: DNP&P Group, LLC; At reported business location(s); Business Entity For Tax/Investment Purposes Only; Not Inv. related; start date 7/11/2019; 8hrs/mo. 2) 8/12/2021: COVA Wealth Group; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/20/2021. 3) 8/12/2021: Coastal Virginia Wealth Group; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/20/2021. 4) 11/28/2023: Coastal VA Wealth Group; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 1/1/2024; 100hrs/mo.; 4hrs during trading. 5) 03/16/2026 - Coastal Virginia Wealth Group - Chesapeake - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/13/2026 - 5 hours per month/ during trading 6) 05/26/2026 - DKN Group LLC d/b/a Coastal VA Wealth Group - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Chesapeake, VA - Start Date 01/01/2024 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-03 |
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