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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED_RES | 2022-01-19 |
| VA | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Chester | VA | 09/2015 | 11/2017 |
| Lpl Financial, Llc | Chester | VA | 11/2017 | Present |
1. 12/01/2017 - Appomattox Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/01/2017 - Appomattox Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance.. 3. 7/12/2018 - Appomattox Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Branch Manager - Start Date: 10/15/2016 - 80 Hours Per Month/4 Hours During Securities Trading - Sell Property & Casualty Insurance and manage other agents in the office. 4. 02/27/2026 - Investment Center of Montana - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-29 |
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