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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-23 |
| VA | RA | APPROVED | 2022-06-23 |
Branch Locations
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
Norfolk, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Norfolk | VA | 12/2014 | 06/2022 |
| Securities America Advisors | Norfolk | VA | 12/2014 | 06/2022 |
| Lpl Financial Llc | Virginia Beach | VA | 06/2022 | Present |
1) 12/12/2024 - Coastal Virginia Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/20/2024 - 180 hours per month/ 120 hours during trading 2) 10/14/2025- Coastal Virginia Wealth Group- Insurance Agency- INV Related- At Reported Business Location(s)- Start date 06/23/2022- 10 Hours Per Month- 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-23 |
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