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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-09 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Bi Investments, Llc | Glen Allen | VA | 12/2003 | 05/2021 |
| Bank Of Lancaster | Kilmarnock | VA | 12/2003 | 05/2021 |
| Infinex Investments, Inc. | Kilmarnock | VA | 06/2008 | 09/2025 |
| Virginia Asset Group | White Stone | VA | 06/2021 | Present |
| Lpl Financial Llc | Kilmarnock | VA | 09/2025 | Present |
1. 08/2025 - Virginia Asset Group - DBA for LPL Business (entity for LPL business) - Investment related - 0 Hrs/Mth - 00 Hrs During Trading - Kilmarnock, VA 22482 - OBA Start date: 09/04/2025 2. 08/2025 - Avalon Pittman Trust - Real Estate Rental - Investment related - 1 Hrs/Mth - 0 Hrs During Trading - Lancaster, VA 22503 - OBA Start date: 08/02/2018 3. 08/2025 - VIRGINIA INSURANCE AGENCY SOLUTIONS, INC - Non-Variable Insurance - Investment related - 10 Hrs/Mth - 1 Hrs During Trading - Kilmarnock, VA 22482 - OBA Start date: 06/01/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-26 |
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