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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED_RES | 2025-02-25 |
| VA | RA | APPROVED | 2025-02-06 |
Branch Locations
5910 Mineral Point Rd., Madison, WI 53705 • United States
220 Wayles Ln, Charlottesville, VA 22911 • United States
3300 Berkmar Dr, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2015 | 02/2025 |
| Lpl Financial Lcc | Charlottesville | VA | 02/2025 | Present |
1-01/2025 / Real Estate Rental / Inv Rltd / 1 hrs mnth / start 02/10/2017 2- 01/2025 / 50 St JZohn Qu / Real Estate Rental / Inv Rltd / start 08/15/2023 3- 01/2025 / Saint John Will Help You, LLC / Other - Business Owner / Non Inv Rltd / 5 hrs mnth / start 11/15/2024 4- 01/2025 / Investment Services at UVA Community Credit Union / DBA for LPL Business (entity for LPL business) / Inv Rltd / At Loc / 130 hrs mnth / 6.5 hrs during trading / start 2/3/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-10 |
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