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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
| VA | RA | APPROVED | 2025-09-04 |
Branch Locations
2100 E Cary St, Ste 203, Richmond, VA 23223 • United States
Glen Allen, 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Henrico | VA | 04/2010 | 08/2020 |
| Raymond James Financial Services Advisors Inc. | Henrico | VA | 04/2010 | 08/2020 |
| Atlantic Union Bank | Glen Allen | VA | 04/2010 | 08/2020 |
| Td Ameritrade | Glen Allen | VA | 03/2020 | 12/2022 |
| Unemployed | Glen Allen | VA | 08/2020 | 03/2021 |
| Charles Schwab And Co., Inc. | Glen Allen | VA | 12/2022 | 06/2023 |
| Fidelity Investments | Glen Allen | VA | 06/2023 | 06/2024 |
| Lpl Financial Llc | Richamond | VA | 08/2025 | Present |
| Unemployed | Glen Allen | VA | 07/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-28 |
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