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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
12891 Jefferson Avenue, Newport News, VA 23608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 10/2015 | 11/2016 |
| Wells Fargo Bank Na | Richmond | VA | 10/2015 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 10/2015 | 10/2017 |
| Lpl Financial Llc | Newport News | VA | 11/2017 | 08/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2023 | 05/2025 |
| 1St Advantage Federal Credit Union | Newport News | VA | 08/2023 | Present |
| Lpl Financial Llc | Newport News | VA | 05/2025 | Present |
1- 05/15/2025 - Advantage Financial - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 0 hours per month/ during trading 2- 05/15/2025 - The Wheel Reads - Radio/ TV/ Podcast - Host/ Owner - Not Investment Related - Home Based - Start Date 01/01/2020 - 24 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
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