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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-05-18 |
Branch Locations
5338 S College Dr, Murray, UT 84123 • United States
333 E. Tabernacle Street St., St George, UT 84770 • United States
1405 Stephanie Way, Chesapeake, VA 23320 • United States
100 Lynnhaven Parkway, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Securities, Llc | Columbus | OH | 05/2015 | 10/2017 |
| Davenport & Company Llc | Newport News | VA | 01/2018 | 12/2018 |
| Cuna Mutual Group | Waverly | IA | 05/2019 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2019 | 05/2022 |
| Unemployed | Newport News | VA | 01/2019 | 05/2019 |
| Unemployed | Columbus | OH | 10/2017 | 01/2018 |
| Lpl Financial Llc | Norfolk | VA | 05/2022 | Present |
1) 05-18-2022-Chartway Retirement & Investment Services- Investment Related-Business Location(s)- DBA for LPL Business (entity for LPL business) 2) 05/31/2023 - Chartway Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/31/2023 3) 06/10/2024 - Integrity Energy Solutions - Outside/W-2 Employment - Not Investment Related - Portsmouth, VA - Start Date 03/23/2024 - 12 Hours per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-05 |
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