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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
20 W Market Street #1, Leesburg, VA 20176 • United States
1919 Gallows Road Suite 100, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Vienna | VA | 06/2020 | 11/2024 |
| Loudoun County Commissioner Of Revenue | Leesburg | VA | 05/2019 | 08/2019 |
| The Club At Creighton Farms | Aldie | VA | 04/2014 | 08/2017 |
| Student | Leesburg | VA | 01/2009 | 08/2020 |
| Prudential Insurance Company Of America | Vienna | VA | 11/2020 | Present |
| Lpl Enterprise, Llc | Vienna | VA | 11/2024 | Present |
1) 11/14/2024- Integrated Wealth Advisors- DBA for LPL Business (entity for LPL business)- Providing financial planning services to individuals, families, and small businesses as well as investment and insurance strategy implementation. - INV Related- At Vienna, VA- Start date 08/30/2024- 160 HRS MTH- 130 HRS During Trading 2) 07/09/2026-Ashleigh's Legacy Foundation-Board Member-Non-Profit Board Member-Not inv related-At Leesburg, VA-Start date 08/01/2026-4hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
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