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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-10 |
Branch Locations
3092 Brickhouse Court, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Virginia Beach | VA | 01/2003 | 07/2025 |
| Lpl Financial Llc | Virginia Beach | VA | 07/2025 | Present |
1- 07/2025 - Bernadette M Vaughan Inc - Tax Prep/Accounting/CPA - Income Tax Return Preparer - Investment Related - At Reported Business Location(s) - Start Date 01/01/2012 - 75 hours per month/ during trading 2- 07/2025 - Karl E Klinger - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 08/01/1994 - 1 hour per month/ during trading 3- 07/2025 - CTP Business Services LLC - Business Owner - Not Investment Related - Virginia Beach, VA - Start Date 09/23/2011 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-16 |
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