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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-18 |
| FL | RA | APPROVED | 2024-07-17 |
| NC | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED | 2024-07-16 |
Branch Locations
4801 Courthouse St. Ste 302, Williamsburg, VA 23188 • 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 |
|---|---|---|---|---|
| Compensation Services Inc | Williamsburg | VA | 06/1992 | Present |
| Securities America, Inc. | Williamsburg | VA | 12/2012 | 06/2024 |
| Securities America Advisors, Inc. | La Vista | NE | 12/2012 | 06/2024 |
| Osaic Wealth, Inc. | Williamsburg | VA | 06/2024 | 07/2024 |
| Osaic Wealth, Inc. | Williamsburg | VA | 06/2024 | 07/2024 |
| Lpl Financial Llc | Williamsburg | VA | 07/2024 | Present |
1- 07/11/2024 / Compensation Services / Insurance Agency / Investment Related / 5 hrs mth / 5 hrs per mth during trading / Williamsburg, VA / Start date: 06/01/1983 2- 08/09/2024 - W B Jackson and Associates LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2016 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-14 |
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