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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Bank & Trust Company | Staunton | VA | 02/2023 | 06/2025 |
| First Bank & Trust Company | Harrisonburg | VA | 04/2022 | 02/2023 |
| Dupont Community Credit Union | Harrisonburg | VA | 02/2022 | 04/2022 |
| Strategent Financial | Harrisonburg | VA | 11/2020 | 02/2022 |
| First Bank And Trust Company | Wytheville | VA | 06/2019 | 10/2020 |
| Lowe's Home Improvement | Wytheville | VA | 05/2018 | 08/2018 |
| Lowe's Home Improvement | South Point | OH | 08/2018 | 03/2019 |
| Healthcare Services Group - Carrington Place | Rural Retreat | VA | 06/2017 | 11/2018 |
| Big Spring Farms | Lexington | VA | 03/2022 | 12/2023 |
| Full Time Student | Huntington | WV | 08/2016 | 05/2019 |
| Osaic Institutions, Inc. | Meriden | CT | 02/2024 | 06/2025 |
| Lpl Financial Llc | Waynesboro | VA | 07/2025 | Present |
| Financial Management Inc | Waynesboro | VA | 07/2025 | Present |
1)07/08/2025 - Financial Management Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2004
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
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