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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-01 |
Branch Locations
Virginia Beach, VA • United States
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Virginia Beach | VA | 01/2013 | 05/2018 |
| Massmutual Life Insurance Company | Virginia Beach | VA | 04/2018 | 09/2024 |
| Mml Investors Services | Virginia Beach | VA | 05/2018 | 09/2024 |
| Northwestern Mutual Life Insurance Co. | Virginia Beach | VA | 01/2013 | 05/2018 |
| Lpl Financial Llc | Chesapeake | VA | 09/2024 | Present |
1- 09/30/2024 / Coastal Virginia Wealth Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)/ Start Date:09/15/2024. 2) 09/23/2025 - MassMutual - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:09/10/2025 - 3 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-26 |
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