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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-10-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Harrisonburg | VA | 11/2015 | 10/2021 |
| Mml Investors Services, Llc | Harrisonburg | VA | 01/2016 | 10/2021 |
| Lpl Financial Llc | Harrisonburg | VA | 10/2021 | Present |
| Blue Ridge Bank | Harrisonburg | VA | 12/2021 | Present |
1)10/1/2021- CKLB LLC- Real Estate Rental- owner- inv. related- HARRISONBURG VA - start date 9/22/2010- 4hrs/mth 2) 12/09/2021 - BRB WEALTH - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/30/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 3) 3/28/2023 - BRB Insurance Agency, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 03/03/2023 - 10 Hours Per Month/10 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-08 |
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