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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-08 |
| VA | RA | APPROVED | 2019-09-09 |
Branch Locations
9603 Gayton Road, Ste.104, Richmond, VA 23238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 10/2018 |
| Lpl Financial Llc | Richmond | VA | 11/2018 | Present |
1. 2/16/2021 - No Business Name - Investment Related - Avon, NC, 27915 - Real Estate Rental - Started 03/26/2021 - 4 Hours Per Month/0 Hours During Securities Trading - Buying a second home in the OBX which we will be using it as a rental property. 2) 02/28/2025 - Wealthridge Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 3) 03/18/2025 - RVA Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/17/2019 - 100 Hrs/Mth - 100 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-09 |
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