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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-05 |
| NC | RA | APPROVED | 2026-08-04 |
Branch Locations
607 Lynnhaven Pkwy, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Investors Distribution Company | Irvine | CA | 04/2006 | 10/2016 |
| Lpl Financial Llc | Fort Mill | SC | 11/2016 | 10/2019 |
| Axa Equitable | Charlotte | NC | 11/2019 | 06/2020 |
| Axa Advisors | New York | NY | 12/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2019 | 03/2021 |
| Equitable | Charlotte | NC | 11/2019 | 03/2021 |
| Osaic Institutions | Meriden | CT | 03/2021 | 07/2026 |
| Lpl Financial, Llc | Virginia Beach | VA | 08/2026 | Present |
| Virginia Asset Group | Virginia Beach | VA | 08/2026 | Present |
1. 8/2026 - Virginia Asset Group - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/3/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-25 |
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