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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-04-17 |
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
325 Mclaws Circle Ste 2, Williamsburg, VA 23185-6341 • United States
701 Town Center Dr. Ste 104, Newport News, VA 23606 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Newport News | VA | 01/2009 | Present |
1. 12/18/2012: NO BUSINESS NAME - INV REL - HOME BASED - REAL ESTATE RENTAL - 1% OF TIME SPENT - PROPERTY OWNER 2. 07/08/2015: POINT COMFORT WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 08/01/2015 - 50 HR/MO 40 DURING SECS TRDG HRS. 3. 01/17/2018 - 424 West Bute Street LLC - Investment Related - Norfolk, VA - Real Estate Rental - Start Date 01/15/2018 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 4/8/2021 - Redgate Industrial LLC - Investment Related - Norfolk, VA 23507 - Real Estate Rental - Start Date: 3/1/2021 - 3 Hours Per Month/0 Hours During Securities Trading. 5. 01/24/2024 - Star Cay, LLC - Real Estate Rental - Home Based and Eastville, VA - Start Date 10/18/2023 - 2 Hours Per Month/ 0 Hours During Trading 6. 03/26/2026 - The Point Comfort Company - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Norfolk, VA - Start Date 01/01/2005 - 10 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-28 |
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