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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
Branch Locations
Virginia Beach, VA • United States
222 Mustang Trl Ste 100, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Virginia Beach | VA | 12/2013 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Virginia Beach | VA | 01/2015 | 07/2021 |
| Financial Planning Association Of Hampton Roads | Virginia Beach | VA | 01/2016 | 12/2019 |
| Strawbridge Elementary Pta | Virginia Beach | VA | 10/2020 | 07/2021 |
| Daniel Neice | Virginia Beach | VA | 01/2020 | 07/2021 |
| Noel Martin | Virginia Beach | VA | 01/2020 | 07/2021 |
| Patrick Tedesco | Virginia Beach | VA | 03/2015 | 07/2021 |
| Lpl Financial Llc | Virginia Beach | VA | 07/2021 | Present |
1) 04/20/2021 - Coastal Virginia Wealth Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR/MO / 2877 Guardian Lane, Suite 1E, Virginia Beach, VA 23452 2) 07/2021 - COVA Wealth Group / DBA for LPL Business (entity for LPL business) / nvestment Related / 0HR/MO / nvestment Related / 0HR/MO / 2877 Guardian Lane, Suite 1E, Virginia Beach, VA 23452 3) 11/15/2023 - Treestar, LLC - Inv Related - Virginia Beach, VA - Real Estate Rental - Start Date: 10/10/2023 - 1 Hr/Mo; 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2005-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-02 |
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