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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
4800 Courthouse Road, 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 |
|---|---|---|---|---|
| 1St Advantage Credit Union | Williamsburg | VA | 06/2011 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 06/2011 | 05/2025 |
| Lpl Financial Llc | Williamsburg | VA | 05/2025 | Present |
1) 04/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Advantage Financial / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 05/15/2025 - Bruton High School - Coach/ Sports/ Fitness - Head Boys Basketball Coach - Not Investment Related - Williamsburg, VA - Start Date 11/01/2022 - 35 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-14 |
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