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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-02-07 |
Branch Locations
1932 Arlington Blvd Ste 100, Charlottesville, VA 22903 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1932 Alrington Blvd Ste 100, Charlottesville, VA 22903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Charlottesville | VA | 10/2007 | 05/2018 |
| Union Wealth Management | Henrico | VA | 10/2007 | 05/2018 |
| Union Bank & Trust | Charlottesville | VA | 10/2007 | 05/2018 |
| Massmutual Life Insurance Company | Charlottesville | VA | 04/2018 | 02/2024 |
| Mml Investors Services, Llc | Charlottesville | VA | 05/2018 | 02/2024 |
| Lpl Financial | Charlottesville | VA | 02/2024 | Present |
1) 2/2024- Blue Ridge Financial Services- DBA for LPL Business (entity for LPL business)- inv. related - at reported business location(s) 2) 2/2024 - Blue Ridge Financial Services- Borrower of a Loan- non-inv. related- Charlottesville, VA - start date 2/5/2024- 160hrs/mth 3) 06/12/2024 - Signal - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 6/12/2024 - 20 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-24 |
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