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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Mclean | VA | 11/2007 | 01/2022 |
| Wells Fargo Advisors Llc | Fredericksburg | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fredericksburg | VA | 11/2016 | 01/2022 |
| Lpl Financial | Culpeper | VA | 02/2022 | Present |
1- 02/22 / DBA for LPL Business (entity for LPL business) / Brown Harris Wealth Management / Investment Related / Culpeper, Virginia 2- 02/22 / Notary / Investment Related / Culpeper, Virginia
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-17 |
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