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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-24 |
Branch Locations
2309 Commonwealth Drive,, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Charlottesville | VA | 08/2009 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 08/2009 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Charlottesville | VA | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Charlottesville | VA | 02/2021 | 09/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2021 |
| Unemployed | Troy | VA | 10/2021 | 01/2022 |
| Lpl Financial, Llc | Charlottesville | VA | 01/2022 | Present |
1) 1/2022 - Non-Variable Insurance - Wood and Waters Financial Group - Investment Related - Charlottesville, VA 22901 2) 1/2022 - DBA for LPL Business (entity for LPL business) - Woods & Waters Financial Group - Investment Related - Charlottesville, VA 22901 3) 1985 - Notary - Yvonne Harmon - Not Investment Related - Troy, VA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-03 |
| S65 | Uniform Investment Adviser Law Examination | 2010-11-08 |
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