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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-21 |
| VA | RA | APPROVED | 2025-04-21 |
Branch Locations
1954 Evelyn Byrd Avenue, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 07/2010 | 04/2025 |
| Lpl Financial Llc | Harrisonburg | VA | 04/2025 | Present |
1. Loomis Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 4/21/2025 - 160 Hrs/Mth - 100 Hrs During Trading. - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-30 |
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