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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-09 |
Branch Locations
1430 High Street, Bldg 12, Williamsburg, VA 23185 • 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 |
|---|---|---|---|---|
| Evb | Richmond | VA | 08/2013 | 10/2017 |
| Infinex Investments, Inc. | Richmond | VA | 08/2013 | 09/2025 |
| Richmond Fire Dept | Richmond | VA | 06/2015 | Present |
| Sona Bank | Richmond | VA | 10/2017 | 09/2025 |
| Virginia Asset Group | Richmond | VA | 04/2019 | 09/2025 |
| Lpl Financial | Richmond | VA | 09/2025 | Present |
| Primis Bank | Williamsburg | VA | 09/2025 | Present |
1. 07/2025 - Richmond Fire Department. -Outside/W-2 Employment - Not Investment Related - 48 Hrs/Mth - 16 Hrs During Trading - Richmond, VA 23225 - OBA Start Date: 06/15/2015 2. 07/2025 - VIRGINIA INSURANCE AGENCY SOLUTIONS. - Non-Variable Insurance - Investment Related - 4 Hrs/Mth - 1 Hrs During Trading - Virginia Beach, VA 23452 - OBA Start Date: 04/01/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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