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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-06 |
| VA | RA | APPROVED | 2016-02-17 |
Branch Locations
1167 Jamestown Rd, Williamsburg, VA 23185 • United States
3501 N Courthouse Rd, Providence Forge, VA 23140 • United States
2580 New Kent Hwy, Quinton, VA 23141 • United States
3600 La Grange Pwky, Toano, VA 23168 • United States
1313 E Main Street Suite 400, Richmond, VA 23219 • United States
2351 Anderson Hwy, Powhatan, VA 23139 • United States
2608 General Puller Hwy, Saluda, VA 23149 • United States
7534 Richmond Rd, Norge, VA 23127 • United States
415 14Th Street, West Point, VA 23181 • United States
3490 Lauderdale Dr, Richmond, VA 23233 • United States
15960 Kings Highway, Montross, VA 22520 • United States
175 Kings Highway, Fredericksburg, VA 22405 • United States
8065 Kings Highway, King George, VA 22485 • United States
4593 Richmond Road, Warsaw, VA 22572 • United States
402 William St, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Point | VA | 08/2016 | 08/2018 |
| C&F Bank Dba C&F Wealth Management | West Point | VA | 02/2017 | 08/2018 |
| C&F Bank Dba C&F Wealth Management | West Point | VA | 09/2018 | Present |
| C&F Bank Dba C&F Wealth Management | West Point | VA | 09/2015 | 01/2017 |
| Lpl Financial Llc | West Point | VA | 09/2018 | Present |
(1) 08/15/2023: Ash Brokerage - Non-Variable Insurance - Insurance Producer - Investment Related - At Reported Business Location(s) - Start Date 08/01/2023 - 1 Hour Per Month/ During Trading 2) 05/13/2025 - C&F WEALTH MANAGEMENT - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/05/2015 - 160 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-16 |
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