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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED_RES | 2025-05-28 |
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
701 Eden Way North, Chesapeake, VA 23320 • United States
1068 Independence Blvd., Virginia Beach, VA 23455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Virginia Beach | VA | 07/2016 | 06/2017 |
| Pnc Investments | Pittsburgh | PA | 07/2016 | 06/2017 |
| Abnb Federal Credit Union | Virginia Beach | VA | 06/2017 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 06/2017 | 05/2025 |
| Lpl Financial Llc | Virginia Beach | VA | 05/2025 | Present |
1. 4/16/2025: ABNB Financial; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-25 |
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