Jim Gravgaard

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-09-05

VA RA
APPROVED

Since 2025-09-05

Branch Locations

1430 High Street, Bldg 12, Williamsburg, VA 23185 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Infinex Investments, Inc	Meriden	CT	06/2015	09/2025
Essex Bank	Manakin - Sabot	VA	06/2015	09/2021
Virginia Asset Group	Williamsburg	VA	09/2021	Present
Primis Bank	Williamsburg	VA	09/2025	Present
Lpl Financial Lpl	Williamsburg	VA	09/2025	Present

06/2015 → 09/2025

Infinex Investments, Inc

Meriden, CT
06/2015 → 09/2021

Essex Bank

Manakin - Sabot, VA
09/2021 → Present

Virginia Asset Group

Williamsburg, VA
09/2025 → Present

Primis Bank

Williamsburg, VA
09/2025 → Present

Lpl Financial Lpl

Williamsburg, VA

Previous Registrations

2015-06-03 → 2025-09-05

Osaic Institutions, Inc.

Manakin Sabot, VA

Chapel Hill, NC

Glen Allen, VA

Manakin Sabot, VA

Montoursville, PA

Crofton, MD

Midlothian, VA

Kilmarnock, VA

Williamsburg, VA
2013-01-15 → 2015-06-03

Truist Investment Services, Inc.

Richmond, VA

Richmond, VA

Richmond, VA

Richmond, VA

Petersburg, VA

Fort Lee, VA

Richmond, VA
2011-09-29 → 2012-12-31

Centaurus Financial, Inc.

Glen Allen, VA

Other Businesses

1. 07/2025 - VIRGINIA INSURANCE AGENCY SOLUTIONS, INC - Non-Variable Insurance - Investment Related - 2 Hour(s)/Month - 1 Hour(s) During Trading - Kilmarnock, VA 22482 - OBA Start Date: 09/01/2021 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 - Virginia Beach, Va. 23452 - OBA Start Date: 09/04/2025

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-07-08
S63	Uniform Securities Agent State Law Examination	2010-01-09

S65 Uniform Investment Adviser Law Examination

2011-07-08
S63 Uniform Securities Agent State Law Examination

2010-01-09

View on SEC IAPD