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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Abnb Federal Credit Union | Virginia Beach | VA | 05/2015 | 03/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2015 | 03/2017 |
| Eastern Virginia Bankshares | Newport News | VA | 03/2017 | 10/2017 |
| Mid-Atlantic Retirement Solutions | Va. Beach | VA | 11/2017 | 03/2018 |
| Opus Wealth Strategies | Norfolk | VA | 03/2018 | 01/2022 |
| Ohio National Financial Services | Cincinnati | OH | 02/2018 | 04/2018 |
| The O.N. Equity Sales Company | Cincinnati | OH | 04/2018 | 04/2019 |
| Kms Financial Services, Inc. | Seattle | WA | 04/2019 | 11/2020 |
| Securities America, Inc. | Norfolk | VA | 11/2020 | 12/2023 |
| Securities America Advisors, Inc. | Virginia Beach | VA | 11/2020 | 12/2023 |
| Lincoln Investment | Fort Washington | PA | 12/2023 | 04/2025 |
| Capital Analysts | Fort Washington | PA | 12/2023 | 04/2025 |
| Lpl Financial Llc | Virginia Beach | VA | 08/2025 | Present |
| Unemployed | Virginia Beach | VA | 04/2025 | 08/2025 |
1- 07/2025 / Gallagher Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 07/2025 / Robert Schup / Non-Variable Insurance / Investment Related / 4 hrs mth / 1 hr during trading / Virginia Beach, VA / Start date: 01/15/2010
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-30 |
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