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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-15 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
136 Creekside Lane Unit #4, Winchester, VA 22602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mclean | VA | 01/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 09/2016 | 08/2021 |
| Spire Securities | Mcclean | VA | 08/2021 | 12/2023 |
| Centurion Wealth Management | Mclean | VA | 06/2022 | 05/2026 |
| Lpl Financial Llc | Winchester | VA | 05/2026 | Present |
1. 05/2026 - Allegia Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 170 Hour(s)/Month - 170 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/15/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-18 |
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