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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
20 W Market Street #1, Leesburg, VA 20176 • United States
1919 Gallows Road Suite 100, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Herndon | VA | 02/2011 | 01/2019 |
| Bbtis | Charlotte | NC | 02/2011 | 09/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 09/2021 |
| Bb&T | Leesburg | VA | 01/2019 | 09/2021 |
| Truist Investment Services, Inc. | Leesburg | VA | 02/2021 | 09/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2021 |
| Pruco Securities, Llc. | Leesburg | VA | 01/2022 | 11/2024 |
| Prudential Insurance Company Of America | Leesburg | VA | 01/2022 | Present |
| Unemployed | Leesburg | VA | 10/2021 | 12/2021 |
| Lpl Enterprise, Llc | Leesburg | VA | 11/2024 | Present |
NON-SPONSORED APPOINTMENT POSITION: sales of insurance products NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: 1912 Liberty Rd, STE 30F2, Eldersburg MD 21784, United States DESCRIPTION: Sales of insurance products INTEGRATED WEALTH ADVISORS POSITION: Partner NATURE: DBA for Financial Planning, Insurance, and Investments INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 240 START DATE: 09/02/2024 ADDRESS: 20 West Market St, SUITE 1, Leesburg VA 20176, United States DESCRIPTION: Advising Clients, financial sales, servicing of accounts and policies sold.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-08 |
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