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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-31 |
| VA | RA | APPROVED | 2018-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinity Financial Partners | Richmond | VA | 04/2000 | Present |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 07/2018 |
| Lpl Financial Llc | Richmond | VA | 07/2018 | Present |
1)7/31/18- INFINITY FINANCIAL PARTNERS LLC - DBA for LPL Business (entity for LPL business)- Inv Related - RICHMOND, VA - START 04/01/13- 100% 2)7/31/18- Infinity Financial Partners - Non-Variable Insurance - Agent - Inv Related- Richmond, VA- start date 4/1/2000- 12hrs/mth - 5% 3) 05/18/2023 - No Business Name - Investment Related - Ashland VA & Kents Store, VA - Real Estate Rental - - Owner of real property - Started 08/01/2016 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-13 |
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