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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
4860 Cox Road Suite 100, Glen Allen, VA 23060 • United States
328 S. Main St, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 06/2016 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | 08/2018 |
| Old Dominion Capital Management | Charlottesville | VA | 11/2018 | 11/2020 |
| Prudential Insurance Company Of America | Glen Allen | VA | 11/2020 | Present |
| Pruco Securities, Llc. | Glen Allen | VA | 11/2020 | 11/2024 |
| Lpl Enterprise, Llc | Glen Allen | VA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-20 |
| S66 | Uniform Combined State Law Examination | 2016-10-28 |
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