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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens And Farmers Bank | West Point | VA | 04/1995 | 03/2017 |
| Lpl Financial Llc | West Point | VA | 10/2011 | 03/2017 |
| Infinex Investments, Inc. | Meriden | CT | 03/2017 | 11/2021 |
| Virginia Commonwealth Bank (Formerly Bank Of Lancaster) | Lancaster | VA | 03/2017 | 04/2017 |
| Blue Ridge Bank (Formerly Virginia Commonwealth Bank) | Kilmarnock | VA | 04/2017 | Present |
| Lpl Financial Llc | Kilmarnock | VA | 11/2021 | Present |
1) 11/2021- BRB FINANCIAL GROUP- DBA for LPL Business (entity for LPL business)- inv. related- Kilmarnock, VA 2) 11/2021- BRB WEALTH A DIVISION OF BRB FINANCIAL GROUP- DBA for LPL Business (entity for LPL business)- inv. related- Kilmarnock, VA 3) 11/2021- BRB TRUST- Financial Institution Duty/ President & CEO- inv. related- KILMARNOCK, VA- start date 3/20/2017- 5hrs/mth 4) 2/7/2023 - No Business Name - Investment Related - Non-Variable Insurance - Agent - Start Date - 1/01/2023 5) 03/11/2025 - BRB Insurance Agency - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/07/2023 - 5 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-19 |
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