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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-30 |
| VA | RA | APPROVED | 2011-10-11 |
Branch Locations
2651 New Market Rd, Richmond, VA 23231 • United States
2580 New Kent Hwy, Quinton, VA 23141 • United States
100 E Williamsburg Rd, Sandston, VA 23150 • United States
1400 Alverser Drive, Midlothian, VA 23113 • United States
3501 N Courthouse Rd, Providence Forge, VA 23140 • United States
7021 Mechanicsville Trpk, Mechanicsville, VA 23111 • United States
7534 Richmond Rd, Norge, VA 23127 • United States
2580 New Kent Hwy, Quinton, VA 23141 • United States
8001 W. Broad Street, Richmond, VA 23294 • United States
2351 Anderson Hwy, Powhatan, VA 23139 • United States
5208 Monticello Ave Ste 150, Williamsburg, VA 23188 • United States
3490 Lauderdale Dr, Richmond, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens And Farmers Bank | Midlothian | VA | 02/1998 | Present |
| Lpl Financial Llc | Midlothian | VA | 10/2011 | Present |
1. 05/06/2025 - C&F WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv related - At reported business location(s) - Start Date: 06/17/2015 - 160 Hrs/Mth - 30 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
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