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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-08 |
Branch Locations
1932 Arlington Blvd #112, Charlottesville, VA 22903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Charlottesville | VA | 03/2016 | 07/2024 |
| Mml Investors Services, Llc | Charlottesville | VA | 04/2016 | 07/2024 |
| Lpl Financial Llc | Charlottesville | VA | 07/2024 | Present |
1- 06/26/2024 / VFM Strategic Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start Date 01/01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-18 |
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