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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-07-21 |
Branch Locations
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
Virginia Beach, VA • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Viginia Beach | VA | 03/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Virginia Beach | VA | 03/2012 | 07/2021 |
| Daniel Neice | Virginia Beach | VA | 02/2017 | 07/2021 |
| Paul Day | Virginia Beach | VA | 02/2020 | 07/2021 |
| Noel Martin | Virginia Beach | VA | 01/2020 | 07/2021 |
| Lpl Financial Llc | Virginia Beach | VA | 07/2021 | Present |
03/2012-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, VIRGINIA BEACH, VA, INV-RLTD, INSURANCE SALES, INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-29 |
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