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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-07 |
Branch Locations
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Virginia Beach | VA | 02/2013 | 02/2024 |
| Powell Custom Financial Management Llc | Virginia Beach | VA | 02/2013 | 08/2023 |
| Mml Investors Services, Llc | Virginia Beach | VA | 03/2024 | 09/2024 |
| Massmutual Life Insurance Company | Virginia Beach | VA | 01/2024 | 09/2024 |
| Allstate Financial Advisors Llc. | Virginia Beach | VA | 10/2022 | 02/2024 |
| Allstate Financial Services Llc | Virginia Beach | VA | 10/2022 | 02/2024 |
| Allstate Financial Services Llc. | Virginia Beach | VA | 05/2013 | 06/2022 |
| Allstate Financial Advisors Llc | Virginia Beach | VA | 05/2013 | 06/2022 |
| Lpl Financial Llc | Chesapeake | VA | 10/2024 | Present |
1) 09/2024 - COASTAL VA WEALTH GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 09/2024 - Real Estate Rental / Owner / Inv. Related / VA. 23662 / Start date 07/01/2008
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-27 |
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