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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-05-24 |
Branch Locations
5208 Monticello Ave Ste 150, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens And Farmers Bank | West Point | VA | 11/2016 | Present |
| Middle Peninsula Insurance | Williamsburg | VA | 06/2016 | 11/2016 |
| Lpl Financial Llc | Williamsburg | VA | 02/2017 | Present |
1) 2020-02-28 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - C&F Wealth Management / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2020-02-20 - hrs/mth - hrs/mth during trading 2) 2025-10-15 - C&F Wealth Management - Non-Variable Insurance - Y - at reported business location(s) - 2025-10-01 - 120hrs/mth - 6hrs/mth during trading 3) 2026-05-14 - C&F Insurance Services - Property and Casualty - N - at reported business location(s) - 2026-05-13 - 0hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-22 |
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