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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-12 |
| VA | RA | APPROVED | 2025-05-12 |
Branch Locations
3450 Berkmar Drive Suite 202B, Charlottesville, VA 22901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed - Mobile Notary | Palmyra | VA | 11/2019 | 08/2021 |
| Self Employed | Palmyra | VA | 02/2016 | 11/2019 |
| Mutual Of Omaha Insurance Company | Charlottesville | VA | 08/2021 | 05/2025 |
| Mutual Of Omaha Investor Services | Charlottesville | VA | 09/2021 | 05/2025 |
| Jefferson Drive, Llc | Palmyra | VA | 06/2019 | 04/2025 |
| Lpl Enterprise, Llc | Charlottesville | VA | 05/2025 | Present |
1. 03/25/2025 - Iron Eagle Advisors - DBA for LPL Business (entity for LPL business) - Charlottesville, VA - INV REL - Start Date 03/17/2025 - 160hrs/MTH 2. 03/25/2025 - The Flick Team, LLC - Business Entity For Tax/Investment Purposes Only - Charlottesville, VA - NOT INV REL - Start Date 01/01/2024 - 20hrs/MTH 3. 05/09/2025 - Iron Eagle Insurance Group - Non-Variable Insurance - Charlottesville, VA - INV REL - Start Date 01/14/2025 - 20hrs/MTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-11 |
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