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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-25 |
| VA | RA | APPROVED | 2022-07-25 |
Branch Locations
4460 Corporation Ln Suite 201, Virginia Beach, VA 23462 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Virginia Beach | VA | 06/2012 | 07/2022 |
| Mml Investors Services Llc | Virginia Beach | VA | 07/2012 | 07/2022 |
| Lpl Financial Llc | Virginia Beach | VA | 07/2022 | Present |
1)07/25/2022- Oakes, Jones, and Ingram Financial- DBA for LPL Business (entity for LPL business)- inv. related- Virginia Beach, VA - Start Date: 6/2022. 2) 07/25/2022- Oakes, Jones, & Ingram Financial- DBA for LPL Business (entity for LPL business)- inv. related- Virginia Beach, VA - Start Date: 6/2022. 3) 07/25/2022- OJI Financial- DBA for LPL Business (entity for LPL business)- inv. related- Virginia Beach, VA - Start Date: 6/2022. 4) 07/25/2022- Oakes, Jones, Ingram Financial -DBA for LPL Business (entity for LPL business)- inv. related- Virginia Beach, VA - Start Date: 6/2022 5) 07/25/2022- Non-Variable Insurance- Agent selling Term, Whole LIfe, Disability, Fixed Annuities,,Universal Life, and Health.- inv. related- Virginia Beach, VA- start date 6/2022- 10hrs/mth 6) 11/28/2023 - Nick Ingram Financial LLC - Non-Inv Related - AT Reported Business location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 1/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 7) 09/08/2025 - Jones & Ingram Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) -Start Date:09/08/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-05 |
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