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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-08 |
| VA | RA | APPROVED | 2024-07-08 |
Branch Locations
302 Bulifants Blvd Ste 201B, Williamsburg, VA 23188 • 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 |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Newport News | VA | 12/2015 | 07/2024 |
| Mml Investors Services, Llc | Newport News | VA | 01/2016 | 07/2024 |
| Lpl Financial Llc | Williamsburg | VA | 07/2024 | Present |
1) 06/07/2024 - VFM Strategic Partners - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Inv related - 160 Hours per month. 2) 04/16/2025 - None - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date: 07/08/2024 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-18 |
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