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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-11 |
| VA | RA | APPROVED | 2019-09-06 |
Branch Locations
25020 Shore Parkway, Ste 2B, Onley, VA 23418 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services,Inc | Atlanta | GA | 03/2010 | 12/2016 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 12/2016 |
| Kestra Financial, Inc | Onley | VA | 12/2016 | 09/2019 |
| Lpl Financial Llc | Onley | VA | 09/2019 | Present |
1) 9/5/19- Chesapeake Investment Planning LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Onley, VA- 160hrs/mth -100% 2) 9/5/19- 5&2 Partners LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- Onley, VA- start date 1/1/2017- 1% 3) 03/10/2022 - Accomack County Planning Commission - Not Investment Related - Home Based - Non-Profit Board Member - Commissioner - Start Date - 01/12/2022 - 4 Hours Per Month/0 Hours During Securities Trading. 4) 01/26/2024 - Exclusive Insurance Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 03/31/2023 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-02 |
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