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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-27 |
| VA | RA | APPROVED | 2022-11-30 |
Branch Locations
1801 Bayberry Ct, Richmond, VA 23226 • United States
11450 Robious Rd N., Chesterfield, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank & Trust | Blackstone | VA | 03/2006 | 11/2022 |
| Bi Investments, Llc | Glen Allen | VA | 03/2006 | 11/2022 |
| Infinex Investments, Inc. | Amelia | VA | 06/2008 | Present |
| Lpl Financial Llc | Richmond | VA | 11/2022 | Present |
| Blue Ridge Bank | Richmond | VA | 11/2022 | Present |
1. 11/29/2022 - BRB Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 12/20/2022 - BRB Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/29/2022 - 160 Hours Per Month/5 Hours During Securities Trading 3. 2/7/2023 - No Business Name - Investment Related - Non-Variable Insurance - Agent - Start Date - 1/01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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