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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-14 |
Branch Locations
100 Lynnhaven Parkway, 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 |
|---|---|---|---|---|
| Park Avenue Securities | Bethsda | MD | 05/2019 | 08/2019 |
| Nasb And Naa | Laweneville | GA | 12/2014 | 09/2019 |
| Northwwestern Mutual Investment Services, Llc. | Virginia Beach | VA | 09/2019 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2019 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 01/2020 | 07/2022 |
| Bank Of America, N.A. | Norfolk | VA | 01/2020 | 07/2022 |
| Navy Federal Financial Group, Llc | Norfolk | VA | 08/2021 | 04/2023 |
| Navy Federal Investment Services, Llc | Norfolk | VA | 08/2022 | 04/2023 |
| Lpl Financial | Virginia Beach | VA | 06/2023 | Present |
| Chartway Federal Credit Union | Virginia Beach | VA | 06/2023 | Present |
1- 06/2023 / Chartway Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related /
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-13 |
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