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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-04 |
Branch Locations
1807 Seminole Trail, Charlottesville, VA 22901 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1807 Seminole Trail, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Charlottesville | VA | 01/2021 | 05/2025 |
| Holistic Industries | Washington | DC | 05/2016 | 06/2017 |
| Unemployed | Washington | DC | 06/2017 | 01/2018 |
| Ianthus Capital | Gaithersburg | MD | 01/2018 | 07/2020 |
| Unemployed | Gaithersburg | MD | 07/2020 | 12/2020 |
| Private Advisor Group, Llc | Morristown | NJ | 07/2022 | 05/2025 |
| Lpl Financial, Llc | Charlottesville | VA | 09/2025 | Present |
| Blue Ridge Bank | Charlottesville | VA | 09/2025 | Present |
| Unemployed | Charlottesville | VA | 05/2025 | 09/2025 |
1- 08/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name BRB Wealth / Investment Related / At reported business location(s) 2- 08/2025 / Peter Mindnich / Notary / Notary / Investment Related / Charlottesville VA / Start date: 06/10/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-30 |
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