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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-08-19 |
| TX | RA | APPROVED_RES | 2019-08-12 |
Branch Locations
5041 Corporate Woods Dr Ste 240, Virginia Beach, VA 23462 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 04/1991 | 07/2019 |
| Financial Designs Of Virginia | Virginia Beach | VA | 04/1984 | Present |
| Lpl Financial | Virginia Beach | VA | 08/2019 | Present |
1) 8/12/2019 - DBA for LPL Business (entity for LPL business) - FINANCIAL DESIGNS OF VIRGINIA INC - Investment Related - Virginia Beach, VA - Start Date:3/2015. 2) 09/15/2025 - Michael A Travis Private Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
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