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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-02-09 |
Branch Locations
5208 Monticello Ave Ste 150, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 10/2015 | 02/2021 |
| Bb&T | Richmond | VA | 10/2015 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 12/2022 |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2021 | 12/2022 |
| Lpl Financial | San Diego | VA | 01/2023 | Present |
1) 2023-02-09 - C&F Bank - Financial Institution Duty - Y - at reported business location(s) - 2023-02-06 - 160hrs/mth - hrs/mth during trading 2) 2023-02-09 - Lipstick and Legacies - Author - N - at reported business location(s) - 2023-02-06 - 1hrs/mth - hrs/mth during trading 3) 2023-02-09 - Pretty Power Properties, LLC - Real Estate Rental - Y - 3120 Stone Arbor Lane, #1238, Glen Allen, VA 23059 - 2023-02-06 - hrs/mth - hrs/mth during trading 4) 2023-02-09 - Pretty Powers LLC - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2023-02-06 - hrs/mth - hrs/mth during trading 5) 2025-05-07 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - C&F Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-04-30 - 40hrs/mth - 40hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-04 |
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