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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Richmond | VA | 01/2021 | 03/2025 |
| Moran Towing Corporation | Norfolk | VA | 06/2017 | 09/2020 |
| Hays Tug And Launch Service Inc. | Wallingford | PA | 06/2017 | 09/2017 |
| Real Estate Personnel | Denver | CO | 01/2013 | 10/2016 |
| Unemployed | Henrico | VA | 09/2020 | 01/2021 |
| Unemployed | Denver | CO | 10/2016 | 06/2017 |
| Stonex Advisors Inc | Richmond | VA | 03/2021 | 03/2025 |
| Call Federal Credit Union | Henrico | VA | 03/2025 | Present |
| Lpl Financial Llc | Henrico | VA | 03/2025 | Present |
1. 03/04/2025- BSFHB LLC- Real Estate Rental- Inv Rel- Richmond, VA 23226- Start Date 01/24/2024 2. 03/04/2025- Call Federal Investments and Retirement- DBA for LPL Business (entity for LPL business)- inv Rel- At Reported Business Location (s) 3. 03/04/2025- Roundtuit LLC- Real Estate Rental- Inv Rel- Henrico VA 23242- Start Date 03/10/2010
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-23 |
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