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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-24 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
Branch Locations
222 Mustang Trl Ste 100, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Virginia Beach | VA | 04/2011 | 07/2021 |
| Various Ins Carriers For W&R Ins Agencies | Virginia Beach | VA | 04/2011 | 07/2021 |
| Virginia Rush Soccer Club | Virginia Beach | VA | 09/2015 | 09/2017 |
| Dnp&P Group, Llc | Virginia Beach | VA | 08/2019 | 07/2021 |
| Lpl Financial Llc | Virginia Beach | VA | 07/2021 | Present |
1- 07/15/2021 - Coastal Virginia Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/20/2021 2 - 07/15/2021 - DNP&P Group, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Virginia Beach, VA - Start Date 07/11/2019 3 - 08/06/2021 - COVA Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/20/2021 4 - 06/09/2026 - Meridian Wealth Consulting, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Fort Mill, SC - Start Date 05/28/2026 - 3 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-16 |
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