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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-01 |
Branch Locations
4905 Dickens Road, Suite 108, Richmond, VA 23230 • United States
4905 Dickens Road, Suite 108, Richmond, VA 23230 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 09/2021 | 11/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 09/2021 | 11/2021 |
| Virginia Asset Management | Midlothian | VA | 09/2021 | 11/2021 |
| Free Run Wine Merchants | Richmond | VA | 02/2015 | 12/2021 |
| Securities America, Inc | Richmond | VA | 03/2022 | 06/2024 |
| Securities America Advisors | Richmond | VA | 05/2022 | 06/2024 |
| Osaic Wealth, Inc. | Richmond | VA | 06/2024 | 12/2025 |
| Lpl Financial Llc | Richmond | VA | 12/2025 | Present |
1. 11/2025 - Wealth Innovations LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 12/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-23 |
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