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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
205 Bulifants Blvd Ste D, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2016 | 02/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2017 | 09/2025 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2017 | 09/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2017 | 09/2025 |
| Lpl Financial | Williamsburg | VA | 09/2025 | Present |
1) 09/2025 - Colonial River Wealth Management / Non-Variable Insurance / Inv Related / Williamsburg, VA 23188 / Start date 09/12/2025 - 2 hrs per month - 100% time spent 2) 09/2025 - Colonial River Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 3) 09/2025 - Odin LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Related / Poquoson VA 23662 / Start date 08/01/2019 - 4 hrs per month - 1% time spent 4) 09/2025 - Call Solutions LLC / Other / Non Inv Related / Poquoson VA 23662 / Start date 09/01/2025 - 1 hrs per month - 1 % time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-08 |
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