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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-20 |
Branch Locations
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Virginia Beach | VA | 12/2012 | 08/2017 |
| Massachusetts Mutual Life Insurance Company | Virginia Beach | VA | 09/2017 | 12/2024 |
| Mml Investors Services, Llc | Virginia Beach | VA | 10/2017 | 12/2024 |
| Lpl Financial Llc | Chesapeake | VA | 12/2024 | Present |
1 - 12/2024 - Coastal VA Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Related - 120 Hours/Month - 6 Hours During Trading - At reported business location(s). 2 - 12/2024 - FULLER, WILSON, & PARKER - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 40 Hours/Month - VA 23464 - OBA Start Date: 06/20/2017. 3 - 12/2024 - Coastal Virginia Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Related - 128 Hours/Month - 8 Hours During Trading - At reported business location(s). 4- 10/07/2025- SHILOH HOME CARE- Other - GROUP HOME- Not INV Related- At SUFFOLK, VA- Start date 12/01/2025- 20 Hours Per Month 5- 10/07/2025- MASSMUTUAL- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/16/2025- 10 Hours Per Month- 1 Hour During Trading 6- 06/16/2026 - Funding An Empire - Author - Investment Related - Virginia Beach, VA - Start Date 03/14/2018 - 10 hours per month/ 0 hours during trading 7- 06/16/2026 - Funding An Empire - Speaker/ Seminar/ Workshops - Investment Related - Virginia Beach, VA - Start Date 02/09/2019 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-01 |
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