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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-22 |
Branch Locations
9603 Gayton Road, Ste.104, Richmond, VA 23238 • United States
602 William St. Ste B, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pbmares, Llp | Fredricksburg | VA | 08/2014 | 03/2017 |
| Rescom Real Estate Services Llc | Fredricksburg | VA | 03/2017 | 03/2021 |
| Barber Accounting & Advisory Services Llc | Fredricksburg | VA | 03/2021 | Present |
| Lpl Financial | Richmond | VA | 07/2024 | Present |
1. 07/08/2024- BGN Holdings LLC- Real Estate Rental- 1.5 hrs per mnth- Inv Rel- VA 22407- Start Date 05/13/2021 2. 07/08/2024- Barber Accounting & Advisory Services, LLC- Tax Prep/Accounting/CPA- VA 22401- 85 hrs per mnth- 4 hrs during trading- Start Date 10/27/2020 3) 03/13/2025 - Wealthridge Partners, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/06/2025 - 2 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-23 |
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