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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Management Inc | Waynesboro | VA | 09/2024 | Present |
| Positioning Universal Inc | San Diego | VA | 08/2022 | 08/2024 |
| Mission Secure Inc | Charlottesville | VA | 09/2017 | 08/2022 |
| Power Monitors Inc | Mt Crawford | VA | 09/2015 | 09/2017 |
| Lpl Financial | Waynesboro | VA | 09/2024 | Present |
1) 03/2025 - Financial Management, Inc - DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 03/2025 - Member Investment Services -DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 3) 03/2025 - Virginia Investment Partners, LLC -DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 4) 03/2025 - Rental / Real Estate Rental / Co-Owner / Inv Related / Start date 10/01/2023 - 1 Hrs per month - 1 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-21 |
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