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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| VA | RA | APPROVED | 2026-01-16 |
Branch Locations
1320 Central Park Blvd, Suite 2000, Office 226, Fredericksburg, VA 22401 • United States
8300 Boone Blvd Suite 500, Office 501, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | 01/2026 |
| Suntrust Bank | Fredericksburg | VA | 07/2013 | 07/2019 |
| Blue Ridge Cars | Front Royal | VA | 07/2017 | 02/2019 |
| Stallion Auto | Winchester | VA | 07/2015 | 07/2017 |
| Lpl Financial Llc | Vienna | VA | 01/2026 | Present |
1.01/2026 -Real Estate Rental - Real Estate Rental - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Fredericksburg VA - OBA Start Date: 04/01/2024 2. 01/2026 - Klontzaris Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 1/15/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
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