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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| VA | RA | APPROVED | 2025-09-05 |
Branch Locations
607 Lynnhaven Pkwy, Virginia Beach, VA 23452 • United States
607 Lynnhaven Pkwy, Virginia Beach, VA 23452 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Virginia Beach | VA | 10/2008 | 09/2025 |
| Monarch Bank | Virginia Beach | VA | 10/2008 | 09/2025 |
| Virginia Asset Group | Virginia Beach | VA | 10/2008 | Present |
| Lpl Financial | Virginia Beach | VA | 09/2025 | Present |
1. 07/2025 - Virginia Insurance Agency Solutions, INC - Non-Variable Insurance - Investment Related - 5 Hour(s)/Month - 1 Hour(s) During Trading - Virginia Beach, VA 23452 - OBA Start Date: 01/01/2009 2. 07/2025 - Virginia Asset Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/4/2025 3. 07/2025 - Notary - Notary - Not Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Virginia Beach, VA 23452 - OBA Start Date: 08/05/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-15 |
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