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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-11-22 |
| TX | RA | APPROVED | 2017-11-06 |
Branch Locations
1022 Commerce St Ste 2D, Lynchburg, VA 24504-1720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lynchburg | VA | 05/2012 | Present |
| The Main Street Group | Lynchburg | VA | 10/2015 | 11/2017 |
1. 05/15/2012 - Non-Variable Insurance - INV REL - 1% TIME SPENT - Term life, whole life, ltc, fixed annuities. 2. 04/12/2024 - ROBERT M LOFLIN JR LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 4/3/2024 - 120 Hrs/Mo; 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-24 |
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