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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-03-08 |
| VA | RA | APPROVED | 2010-12-03 |
Branch Locations
4801 Cox Rd Ste 204, Glen Allen, VA 23060-6803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Glen Allen | VA | 12/2010 | Present |
(1) 10/28/2010: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 1% Time Spent - Long-Term Care (2) 08/10/2011: Chase Dominion Advisors - Non-Variable Insurance DBA - Investment Related - At Reported Business Location(s) - 2% Time Spent - Agent Selling Life, Disability, and Long-term Care Insurance (3) 09/19/2016: Jamison Investments, Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - 6507 W. Franklin St., Richmond, VA 23226 - Start 08/14/2016 - 2 Hr/Mo; 0 Hour(s) During Securities Trading - Real Estate Rental Income (4) 09/21/2023 - Benefit Design & Administration, Inc. - Third Party Administrator (TPA) - President/ Owner - Investment Related - At Reported Business Location(s) - Start Date 09/27/2022 - 4 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
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