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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-06
VA RA APPROVED 2026-01-06
  • SC RA
    APPROVED
    Since 2026-01-06
  • VA RA
    APPROVED
    Since 2026-01-06

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Keswick, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Longwood University Farmville VA 06/2012 12/2016
Bw Wilson Paper Company Richmond VA 08/2016 10/2017
Unemployed Charlottesville VA 10/2017 12/2017
Kristina Wyant State Farm Charlottesville VA 12/2017 05/2018
Wilkinson Wealth Management Charlottesville VA 05/2017 09/2025
Lpl Financial Llc Charlottesville VA 05/2018 07/2025
Private Advisor Group, Llc Charlottesville VA 05/2021 07/2025
Cetera Wealth Services Llc El Segundo CA 07/2025 09/2025
Cetera Investment Advisers Llc Schaumburg IL 07/2025 09/2025
Lpl Financial Llc Fort Mill SC 01/2026 Present
Unemployed Keswick VA 09/2025 01/2026
  • 06/2012 → 12/2016
    Longwood University
    Farmville, VA
  • 08/2016 → 10/2017
    Bw Wilson Paper Company
    Richmond, VA
  • 10/2017 → 12/2017
    Unemployed
    Charlottesville, VA
  • 12/2017 → 05/2018
    Kristina Wyant State Farm
    Charlottesville, VA
  • 05/2017 → 09/2025
    Wilkinson Wealth Management
    Charlottesville, VA
  • 05/2018 → 07/2025
    Charlottesville, VA
  • 05/2021 → 07/2025
    Charlottesville, VA
  • 07/2025 → 09/2025
    Cetera Wealth Services Llc
    El Segundo, CA
  • 07/2025 → 09/2025
    Schaumburg, IL
  • 01/2026 → Present
    Fort Mill, SC
  • 09/2025 → 01/2026
    Unemployed
    Keswick, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-30
  • S66 Uniform Combined State Law Examination
    2019-05-30
Designations

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