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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-08-20 |
Branch Locations
277 Bendix Rd Ste 450, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 10/1993 | 08/2020 |
| Mml Investors Services, Inc. | Virginia Beach | VA | 12/1993 | 08/2020 |
| Lpl Financial Llc | Virginia Beach | SC | 08/2020 | Present |
1) 8/28/2020- Non-Variable Insurance- Agent selling_Life, disability, LTC, group life, group disability- Inv. Related- Virginia Beach, VA- start date- 1993- 5hrs/mth 2) 08/15/2023 - The Opus Group of Virginia, LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- At Reported Business Location(s) - Start Date 07/10/2023 - 160 Hours Per Month/ 6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-07 |
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