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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-06-11 |
Branch Locations
501 Village Ave Ste 104, Yorktown, VA 23693-5657 • United States
3526 George Washington Mem Ste E, Yorktown, VA 23693 • 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 |
|---|---|---|---|---|
| Nationwide | Yorktown | VA | 10/2014 | 12/2017 |
| Laufer Insurance And Financial | Yorktown | VA | 10/2014 | 12/2022 |
| Nationwide Securities, Llc | Columbus | OH | 12/2014 | 12/2017 |
| Lpl Financial, Llc | Yorktown | VA | 12/2017 | Present |
| Yorktown Financial & Wealth Advisors | Yorktown | VA | 03/2023 | Present |
1. 12/13/2017 - EAGLE WEALTH ADVISORS LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 60%/ YORKTOWN, VA 2. 12/13/2017 - WAYNE DREWRY CUSTOM HOMES AND REMODELING INC/ BUSINESS OWNER/ 10%/ SEAFORD, VA 3. 12/13/2017 - LAUFER INSURANCE SOLUTIONS/ PROPERTY & CASUALTY/ 20%/ YORKTOWN, VA 4. 12/13/2017 - EAGLE WEALTH ADVISORS LLC/ NON-VARIABLE INSURANCE/ 5%/ YORKTOWN, VA 5. 3/30/2023 - Yorktown Financial & Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2023 - 160 Hours Per Month/40 Hours During Securities Trading 6. 12/15/2023 - York County Virginia Board of Supervisor - For-Profit Board Member - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 6 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-03 |
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