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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-14 |
Branch Locations
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
Hampton, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2023 | 12/2024 |
| Retired | Denver | CO | 11/2020 | 08/2023 |
| U.S. Department Of Housing & Urban Development (Hud) | Denver | CO | 09/1995 | 10/2020 |
| Retired | Hampton | VA | 01/2025 | 03/2025 |
| Lpl Financial | Chesapeake | VA | 03/2025 | Present |
1 - 03/03/2025 - Coastal Va Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). start date: 02/24/2025 2. 07/22/2025 - FINRA Arbitrator - Not Inv rel - NY, NY - Start date 08/01/2025 - 4hr/mnth/ o hours during trading 3. 02/04/2026 - Greene Wealth Strategies, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business location(s) - Start Date 02/01/2026 - 160 hours per month/ during trading 4. 03/31/2026 - Greene Wealth Strategies, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/18/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
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